| Name | Title | Ownership | Since |
|---|---|---|---|
| Adriana Patricia Coffey Guevara Control | Chief Compliance Officer | Under 5% | 2024 |
| Brion LLC Control | Direct Owner | Over 75% | 2024 |
| Eduardo Jose Ramos Control | Managing Member And Managing Director | Under 5% | 2019 |
Freedom Advisory, LLC reports $697.8 million in regulatory assets under management on its Form ADV.
Freedom Advisory, LLC reports 11 employees.
Freedom Advisory, LLC is based in Guaynabo, PR and has been SEC-registered since 2017.
Freedom Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Centro Internacional de Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067 |
| Phone | 787-792-3000 |
| Fax | 787-277-0218 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $697.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $697.8M |