| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Gabriel Rosenfarb Control | Chief Compliance Officer | Under 5% | 2023 |
| The Freedom Legacy Trust (irrevocable) Control | Managing Member | Over 75% | 2020 |
| Intermountain Fiduciary Services Inc. Control | Trustee | — | 2020 |
Freedom Family Office, LLC reports $143.5 million in regulatory assets under management on its Form ADV.
Freedom Family Office, LLC reports 13 employees.
Freedom Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (855) 540-0400 |
| Fax | (855) 540-0401 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $143.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $143.5M |