Freedom Funds Management Co (Denver)

Freedom Funds Management Co is a large advisory firm based in Denver. It manages $1.27 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Freedom Funds Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Freedom Funds Management: assets under management

The assets under management (AUM) of Freedom Funds Management Co is $1.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1164% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.27 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Freedom Funds Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Freedom Funds Management serves?

The only and largest group of clients of Freedom Funds Management is investment companies with 1 clients and $1.27 billion of assets under management. Among the 10 most similar advisory firms, Freedom Funds Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $1.27 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Freedom Funds Management doesn't advise any private funds.

Careers at Freedom Funds Management Co

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fred Ross Kelly	President / chief compliance officer	1 Dec 1990	Other	716207

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Fred Ross Kelly	Shareholder	1 Nov 1994	50% - 75%	716207

Based in Denver

The principal office where Freedom Funds Management Co performs its advisory services is located at 1200 17 Th St, Denver, CO 80202 5808, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-572-6990 or by fax 303-572-6995. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday.