Freedom Advisory, LLC

www.freedom-advisory.com

Freedom Advisory is a registered investment advisor with offices in San Juan, Puerto Rico and Fort Lauderdale, Florida. We provide investment advisory services based on the individual needs, goals and objectives of the client. Investment management services are provided to individual clients, which includes trusts and estates, charitable organizations, endowments, corporations and other business entities. Through this service, Freedom Advisory offers a customized and individualized investment program providing clients advice regarding asset allocation primarily among managed accounts, institutional mutual funds, ETFs with on-going evaluation and selection of investments, adjustments and balancing of portfolios. Rules of investing includes the relationship of risk to reward, diversity, consistent accumulation, compounding wealth and the need to emotionally detached from the daily market fluctuations.

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Freedom Advisory is a registered investment advisor with offices in San Juan, Puerto Rico and Fort Lauderdale, Florida. We provide investment advisory services based on the individual needs, goals and objectives of the client. Investment management services are provided to individual clients, which includes trusts and estates, charitable organizations, endowments, corporations and other business entities. Through this service, Freedom Advisory offers a customized and individualized investment program providing clients advice regarding asset allocation primarily among managed accounts, institutional mutual funds, ETFs with on-going evaluation and selection of investments, adjustments and balancing of portfolios. Rules of investing includes the relationship of risk to reward, diversity, consistent accumulation, compounding wealth and the need to emotionally detached from the daily market fluctuations.

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Country

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State

Florida

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Employees

1-10

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Founded

2008

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Administrative Assistant

    Email ****** @****.com
    Phone (***) ****-****
  • Principal

    Email ****** @****.com
    Phone (***) ****-****

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