Freedom Advisory, LLC
www.freedom-advisory.comFreedom 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.
Read moreFreedom 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.
Read moreCountry
State
Florida
Industry
Employees
1-10
Founded
2008
Estimated Revenue
$1 to $1,000,000
Social
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Managing Director
Email ****** @****.comPhone (***) ****-****Senior Financial Advisor
Email ****** @****.comPhone (***) ****-****Administrative Assistant
Email ****** @****.comPhone (***) ****-****Principal
Email ****** @****.comPhone (***) ****-****
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