Freedom Family Office, LLC
● SEC registered since 2020CRD 310275SEC# 801-119576
Reg. AUM
$162.1M
Employees
10
Accounts
216
Location
—
Freedom Family Office, LLC assets under management
Freedom Family Office, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $162.1 million in regulatory assets under management and employs 10 people.
Freedom Family Office, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Gabriel Rosenfarb Control | Chief Compliance Officer | Under 5% | 2023 |
| The Freedom Legacy Trust (irrevocable) Control | Managing Member | Over 75% | 2020 |
| Intermountain Fiduciary Services Inc. Control | Trustee | — | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Freedom Family Office, LLC manage?
Freedom Family Office, LLC reports $162.1 million in regulatory assets under management on its Form ADV.
How many employees does Freedom Family Office, LLC have?
Freedom Family Office, LLC reports 10 employees.
Does Freedom Family Office, LLC disclose fund performance?
Freedom Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (855) 540-0400 |
| Fax | (855) 540-0401 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$162.1M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$162.1Mregulatory AUM
Discretionary $162.1M