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Financial Freedom, LLC

● SEC registered since 2005CRD 118772SEC# 801-63647Cincinnati, OH
Export (members)
Reg. AUM
$407.1M
Employees
3
Accounts
793
Location
Cincinnati, OH

Financial Freedom, LLC assets under management

Financial Freedom, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2005. It reports $407.1 million in regulatory assets under management and employs 3 people.
www.finfreeohio.comView on SEC.gov ↗

Financial Freedom, LLC owners & executives

2 reported
NameTitleOwnershipSince
Allen Agle Osgood ControlPresident & Chief Compliance OfficerOver 75%2004
Allen Agle Osgood ControlChairman And FounderUnder 5%2000

Frequently asked questions

How much does Financial Freedom, LLC manage?

Financial Freedom, LLC reports $407.1 million in regulatory assets under management on its Form ADV.

How many employees does Financial Freedom, LLC have?

Financial Freedom, LLC reports 3 employees.

Where is Financial Freedom, LLC located?

Financial Freedom, LLC is based in Cincinnati, OH and has been SEC-registered since 2005.

Does Financial Freedom, LLC disclose fund performance?

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

Contact & registration

Address8044 Montgomery Road, Suite 700, Cincinnati, OH 45236
Phone513-697-6400
Fax513-697-6410
Office hours8 a.m. - 6 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$407.1M
Total (RAUM)$407.1M