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Freedomtree Mutual Funds And Asset Management, LLC (Atlanta)


Freedomtree Mutual Funds And Asset Management, LLC is a large advisory firm based in Atlanta. It manages $235.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008.

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Freedomtree Mutual Funds And Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Freedomtree Mutual Funds And Asset Management: assets under management

The assets under management (AUM) of Freedomtree Mutual Funds And Asset Management, LLC is $235.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3260% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $235.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Freedomtree Mutual Funds And Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Atlanta

The principal office where Freedomtree Mutual Funds And Asset Management, LLC performs its advisory services is located at 656 Bellemeade Avenue, Atlanta, GA 30318 The mailing address of the firm is P.O. Box 4421, Atlanta, GA 30302 4421. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-369-1889 or by fax 404-601-7464. The normal business hours are 8:00 am - 730 pm on Monday - Friday. You can find more information about the New York firm at www.freedomtreefinancial.com.


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