FINANCIAL FREEDOM FOR DENTISTS LLC
CRD #301981 SEC #801-122541 SNOQUALMIE, WA 425-888-1911
SEC Registered
Total AUM
$138M
Discretionary
$138M
Employees
3
Clients
51
Accounts
566
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $138M | $138M | $0 | 3 | 4 |
| Jul 2024 | $129.7M | $129.7M | $0 | 3 | 3 |
| Jun 2024 | $125.4M | $125.4M | $0 | 3 | 3 |
| Feb 2024 | $125.4M | $125.4M | $0 | 3 | 3 |
| Dec 2023 | $110.8M | $110.8M | $0 | 3 | 2 |
| Sep 2023 | $109.9M | $109.9M | $0 | 3 | 2 |
| Mar 2023 | $107.7M | $107.7M | $0 | 2 | 2 |
| Feb 2022 | $116.2M | $116.2M | $0 | 2 | 2 |
| Oct 2021 | $112.9M | $112.9M | $0 | 2 | 0 |
| Sep 2021 | $112.9M | $112.9M | $0 | 2 | 0 |
DateMar 2025
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees3
Clients4
DateJul 2024
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients3
DateJun 2024
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees3
Clients3
DateFeb 2024
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees3
Clients3
DateDec 2023
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees3
Clients2
DateSep 2023
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees3
Clients2
DateMar 2023
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees2
Clients2
DateFeb 2022
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees2
Clients2
DateOct 2021
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients0