Institutional
    SEC Registered

    Freedom Fiduciaries LLC

    Registered investment advisor · Boise, Idaho · CRD #323673

    Assets Under Management
    $585M
    Client Accounts
    124
    Employees
    5
    CRD Number
    323673
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Freedom Fiduciaries LLC

    Freedom Fiduciaries LLC is an SEC-registered investment advisory firm offering fiduciary oversight and consulting for retirement plans. It charges fees rather than commissions. It focuses on providing independent guidance to plan sponsors and participants.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Freedom Fiduciaries LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Freedom Fiduciaries LLC's AUM?

    Freedom Fiduciaries LLC reports approximately $585M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Freedom Fiduciaries LLC headquartered?

    Freedom Fiduciaries LLC is headquartered in Boise, Idaho.

    What is Freedom Fiduciaries LLC's CRD number?

    Freedom Fiduciaries LLC's CRD number is 323673. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Freedom Fiduciaries LLC manage?

    Freedom Fiduciaries LLC manages approximately 124 client accounts according to its latest SEC filing.

    Is Freedom Fiduciaries LLC SEC registered?

    Yes, Freedom Fiduciaries LLC is registered with the SEC as an investment adviser with an approved registration status.

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