FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
CRD #170229 SEC #802-132671 SAN MATEO, CA 650-954-2444
State Registered Exempt Reporting Private Funds Disclosures
Total AUM
$116M
Discretionary
$116M
Employees
14
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $116M | $116M | $0 | 14 | 0 |
| Jun 2024 | $758M | $758M | $0 | 17 | 0 |
| Mar 2024 | $712.5M | $712.5M | $0 | 17 | 0 |
| Nov 2023 | $702.1M | $702.1M | $0 | 17 | 0 |
| Jun 2023 | $702.1M | $702.1M | $0 | 17 | 0 |
| Mar 2023 | $702.1M | $702.1M | $0 | 17 | 0 |
| Oct 2022 | $749.2M | $749.2M | $0 | 18 | 0 |
| Mar 2022 | $749.2M | $749.2M | $0 | 18 | 0 |
| Jan 2022 | $604.6M | $604.6M | $0 | 17 | 0 |
| Jan 2022 | $604.6M | $604.6M | $0 | 17 | 0 |
| Mar 2021 | $604.6M | $604.6M | $0 | 17 | 0 |
| Mar 2020 | $397.2M | $397.2M | $0 | 17 | 0 |
| Mar 2020 | $397.2M | $397.2M | $0 | 17 | 0 |
| Apr 2019 | $430.5M | $430.5M | $0 | 16 | 0 |
| Dec 2018 | $287.5M | $287.5M | $0 | 16 | 0 |
| Mar 2018 | $287.5M | $287.5M | $0 | 16 | 0 |
| Jun 2017 | $236M | $236M | $0 | 200 | 1 |
| May 2017 | $236M | $236M | $0 | 200 | 1 |
DateApr 2025
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees14
Clients0
DateJun 2024
Total AUM$758M
Discretionary$758M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$712.5M
Discretionary$712.5M
Non-Disc.$0
Employees17
Clients0
DateNov 2023
Total AUM$702.1M
Discretionary$702.1M
Non-Disc.$0
Employees17
Clients0
DateJun 2023
Total AUM$702.1M
Discretionary$702.1M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$702.1M
Discretionary$702.1M
Non-Disc.$0
Employees17
Clients0
DateOct 2022
Total AUM$749.2M
Discretionary$749.2M
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$749.2M
Discretionary$749.2M
Non-Disc.$0
Employees18
Clients0
DateJan 2022
Total AUM$604.6M
Discretionary$604.6M
Non-Disc.$0
Employees17
Clients0
DateJan 2022
Total AUM$604.6M
Discretionary$604.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$604.6M
Discretionary$604.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees17
Clients0
DateApr 2019
Total AUM$430.5M
Discretionary$430.5M
Non-Disc.$0
Employees16
Clients0
DateDec 2018
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$287.5M
Discretionary$287.5M
Non-Disc.$0
Employees16
Clients0
DateJun 2017
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees200
Clients1
DateMay 2017
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees200
Clients1