Byrne Financial Freedom, LLC
● SEC registered since 2016CRD 167893SEC# 801-107534Franklin, MA
Reg. AUM
$546.4M
Employees
11
Accounts
1,676
Location
Franklin, MA
Byrne Financial Freedom, LLC assets under management
Byrne Financial Freedom, LLC is an investment advisory firm registered with the SEC based in Franklin, MA. The firm has been registered since 2016. It reports $546.4 million in regulatory assets under management and employs 11 people.
Byrne Financial Freedom, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Patrick Byrne Control | Chief Operating Officer, Chief Compliance Officer | Under 5% | 2023 |
| Joseph Gerard Byrne Control | Owner And Chief Executive Officer | Over 75% | 2006 |
Frequently asked questions
How much does Byrne Financial Freedom, LLC manage?
Byrne Financial Freedom, LLC reports $546.4 million in regulatory assets under management on its Form ADV.
How many employees does Byrne Financial Freedom, LLC have?
Byrne Financial Freedom, LLC reports 11 employees.
Where is Byrne Financial Freedom, LLC located?
Byrne Financial Freedom, LLC is based in Franklin, MA and has been SEC-registered since 2016.
Does Byrne Financial Freedom, LLC disclose fund performance?
Byrne Financial Freedom, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 East Street, Franklin, MA 02038 |
| Phone | 508-528-9366 |
| Fax | 508-528-9369 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2063947 |
| Discloses disciplinary history | No |
Regulatory AUM
$546.4M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$546.4Mregulatory AUM
Discretionary $546.4M