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Byrne Financial Freedom, LLC

● SEC registered since 2016CRD 167893SEC# 801-107534Franklin, MA
Export (members)
Reg. AUM
$435.7M
Employees
10
Accounts
1,657
Location
Franklin, MA

Byrne Financial Freedom, LLC assets under management

Byrne Financial Freedom, LLC is an investment advisory firm registered with the SEC based in Franklin, MA. The firm has been registered since 2016. It reports $435.7 million in regulatory assets under management and employs 10 people.

Byrne Financial Freedom, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Patrick Byrne ControlChief Operating Officer, Chief Compliance OfficerUnder 5%2023
Joseph Gerard Byrne ControlOwner And Chief Executive OfficerOver 75%2006

Frequently asked questions

How much does Byrne Financial Freedom, LLC manage?

Byrne Financial Freedom, LLC reports $435.7 million in regulatory assets under management on its Form ADV.

How many employees does Byrne Financial Freedom, LLC have?

Byrne Financial Freedom, LLC reports 10 employees.

Where is Byrne Financial Freedom, LLC located?

Byrne Financial Freedom, LLC is based in Franklin, MA and has been SEC-registered since 2016.

Does Byrne Financial Freedom, LLC disclose fund performance?

Byrne Financial Freedom, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 East Street, Franklin, MA 02038
Phone508-528-9366
Fax508-528-9369
Office hours8:30a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK2063947
Discloses disciplinary historyNo

Assets under management

Discretionary$435.6M
Non-discretionary$142K
Total (RAUM)$435.7M