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Financial Freedom for Dentists LLC

● SEC registered since 2021CRD 301981SEC# 801-122541Snoqualmie, WA
Export (members)
Reg. AUM
$138M
Employees
3
Accounts
566
Location
Snoqualmie, WA

Financial Freedom for Dentists LLC assets under management

Financial Freedom for Dentists LLC is an investment advisory firm registered with the SEC based in Snoqualmie, WA. The firm has been registered since 2021. It reports $138 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/nathan-ricks-81b12363View on SEC.gov ↗

Financial Freedom for Dentists LLC owners & executives

1 reported
NameTitleOwnershipSince
Nathan John Ricks ControlChief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Financial Freedom for Dentists LLC manage?

Financial Freedom for Dentists LLC reports $138 million in regulatory assets under management on its Form ADV.

How many employees does Financial Freedom for Dentists LLC have?

Financial Freedom for Dentists LLC reports 3 employees.

Where is Financial Freedom for Dentists LLC located?

Financial Freedom for Dentists LLC is based in Snoqualmie, WA and has been SEC-registered since 2021.

Does Financial Freedom for Dentists LLC disclose fund performance?

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

Contact & registration

Address34627 SE Swenson Dr., Suite 100, Snoqualmie, WA 98065
Phone425-888-1911
Office hours5-Aug
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138M
Non-discretionary$0
Total (RAUM)$138M