DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > wisconsin > green bay
FREEDOM ADVISORY
Tel: 787-792-3000
Centro Internacional De Mercadeo 90 Carr 165 Ste 505
Guaynabo, Puerto Rico 00968-8067
FREEDOM ADVISORY
FREEDOM ADVISORY is a Guaynabo, Puerto Rico based financial advisory firm with nearly $697,771,861 in assets under management and provides investment advisory services for 805 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
147546
SEC#:
801-110235
No. of Clients:
805
Assets under Management
$697,771,861
No. of Advisors:
11
More Financial Advisory Firms in Guaynabo, Wisconsin
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | 8158 | 4069 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | 260 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | 503 |
| TRUSTAGE INVESTMENT MANAGEMENT | 105960 | 64 |
| MASON STREET ADVISORS, LLC | 114085 | 14 |
| FIDUCIARY MANAGEMENT, INC. | 109149 | 26 |
More Firms in Guaynabo, Wisconsin >>