401(k) Certified Independent Investment Advisors, LLC
401(k) Certified Independent Investment Advisors, LLC (CRD# 151123) is a financial advisory firm headquartered in Boca Raton, FL. They manage $17,304,329 in 100 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts100ACCOUNTS
Average Account Value$173,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, NJ, OH
Craig Freedman (CRD# 1600019) is an Investment Advisor Representative working at 401(k) Certified Independent Investment Advisors, LLC in Boca Raton, FL and has over 29 years of experience in the finance industry.