Freedom Advisory, LLC
● SEC registered since 2017CRD 147546SEC# 801-110235Guaynabo, PR
Reg. AUM
$880.6M
Employees
11
Accounts
938
Location
Guaynabo, PR
Freedom Advisory, LLC assets under management
Freedom Advisory, LLC operates as an SEC-registered investment adviser based in Guaynabo, PR. The firm has been registered since 2017. It reports $880.6 million in regulatory assets under management and employs 11 people.
Freedom Advisory, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adriana Patricia Coffey Guevara Control | Chief Compliance Officer | Under 5% | 2024 |
| Brion LLC Control | Direct Owner | Over 75% | 2024 |
| Eduardo Jose Ramos Control | Managing Member And Managing Director | Under 5% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Freedom Advisory, LLC manage?
Freedom Advisory, LLC reports $880.6 million in regulatory assets under management on its Form ADV.
How many employees does Freedom Advisory, LLC have?
Freedom Advisory, LLC reports 11 employees.
Where is Freedom Advisory, LLC located?
Freedom Advisory, LLC is based in Guaynabo, PR and has been SEC-registered since 2017.
Does Freedom Advisory, LLC disclose fund performance?
Freedom Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Centro Internacional de Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067 |
| Phone | 787-792-3000 |
| Fax | 787-277-0218 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$880.6M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$880.6Mregulatory AUM
Discretionary $880.6M