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Freed Fiesta, LLC (Boston)


Freed Fiesta, LLC is a large advisory firm based in Boston. It manages $60.43 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Freed Fiesta provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Freed Fiesta: assets under management

The assets under management (AUM) of Freed Fiesta, LLC is $60.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Freed Fiesta, LLC 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.

Based in Boston

The principal office where Freed Fiesta, LLC performs its advisory services is located at 396 Commonwealth, Suite D2 A, Boston, MA 02215, 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 617-424-1200 or by fax 617-424-1179. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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