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Freedom Advisors

EST. AUM
$568,650,228

CONTACTS
7

CLIENT ACCOUNTS
925

Firm Details

Metro area Hartford
CRD Number 126052
Website freedomadvisors.com
Client types

Overview

Freedom Advisors offers a seamless turnkey asset management platform (TAMP) and robust investment management solutions, assisting advisory practices in achieving true independence. The platform boasts 600 model portfolios from 100 providers, including proprietary 3D Models and EQIS Models. Freedom Investment Management, Inc., their registered investment adviser, was created through the merger of 3D/L Capital Management, LLC (3D) and EQIS Capital Management, Inc. (EQIS), forming a single asset management platform branded Freedom Advisors. They have supported independent advisors for 20 years, focusing on enabling advisors to concentrate on their strengths and maintain control over their practices.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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