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Freedom Funds Management Co

● SEC registered since 1987CRD 110785SEC# 801-28640Denver, CO
Export (members)
Reg. AUM
$1.9B
Employees
9
Accounts
1
Location
Denver, CO

Freedom Funds Management Co assets under management

Freedom Funds Management Co is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 1987. It reports $1.9 billion in regulatory assets under management and employs 9 people.

Freedom Funds Management Co owners & executives

2 reported
NameTitleOwnershipSince
Fred Ross Kelly ControlPresident / Chief Compliance OfficerUnder 5%1990
Fred Ross Kelly ControlShareholder50-75%1994

Frequently asked questions

How much does Freedom Funds Management Co manage?

Freedom Funds Management Co reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Freedom Funds Management Co have?

Freedom Funds Management Co reports 9 employees.

Where is Freedom Funds Management Co located?

Freedom Funds Management Co is based in Denver, CO and has been SEC-registered since 1987.

Does Freedom Funds Management Co disclose fund performance?

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

Contact & registration

Address1200 17th St, Ste 850, Denver, CO 80202-5808
Phone303-572-6990
Fax303-572-6995
Office hours8:00 a.m. - 4:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.9B
Non-discretionary$0
Total (RAUM)$1.9B