Freedom Funds Management Co
● SEC registered since 1987CRD 110785SEC# 801-28640Denver, CO
Reg. AUM
$1.9B
Employees
9
Accounts
1
Location
Denver, CO
Freedom Funds Management Co assets under management
Freedom Funds Management Co is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 1987. It reports $1.9 billion in regulatory assets under management and employs 9 people.
Freedom Funds Management Co owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fred Ross Kelly Control | President / Chief Compliance Officer | Under 5% | 1990 |
| Fred Ross Kelly Control | Shareholder | 50-75% | 1994 |
Frequently asked questions
How much does Freedom Funds Management Co manage?
Freedom Funds Management Co reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Freedom Funds Management Co have?
Freedom Funds Management Co reports 9 employees.
Where is Freedom Funds Management Co located?
Freedom Funds Management Co is based in Denver, CO and has been SEC-registered since 1987.
Does Freedom Funds Management Co disclose fund performance?
Freedom Funds Management Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 17th St, Ste 850, Denver, CO 80202-5808 |
| Phone | 303-572-6990 |
| Fax | 303-572-6995 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.9BNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.9Bregulatory AUM
Discretionary $1.9B