Financial Freedom, LLC
● SEC registered since 2005CRD 118772SEC# 801-63647Cincinnati, OH
Reg. AUM
$443.2M
Employees
4
Accounts
783
Location
Cincinnati, OH
Financial Freedom, LLC assets under management
Financial Freedom, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2005. It reports $443.2 million in regulatory assets under management and employs 4 people.
Financial Freedom, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Agle Osgood Control | President & Chief Compliance Officer | Over 75% | 2004 |
| Allen Agle Osgood Control | Chairman And Founder | Under 5% | 2000 |
Frequently asked questions
How much does Financial Freedom, LLC manage?
Financial Freedom, LLC reports $443.2 million in regulatory assets under management on its Form ADV.
How many employees does Financial Freedom, LLC have?
Financial Freedom, LLC reports 4 employees.
Where is Financial Freedom, LLC located?
Financial Freedom, LLC is based in Cincinnati, OH and has been SEC-registered since 2005.
Does Financial Freedom, LLC disclose fund performance?
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 | 8044 Montgomery Road, Suite 700, Cincinnati, OH 45236 |
| Phone | 513-697-6400 |
| Fax | 513-697-6410 |
| Office hours | 8 a.m. - 6 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.2M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$443.2Mregulatory AUM
Discretionary $0Non-discretionary $443.2M