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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $173,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NJ, OH

Financial Advisors at 401(k) Certified Independent Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig L. Freedman
CRD#: 1600019
7777 Glades Rd., Suite 100, Boca Raton, FL 33434
81
Wealthminder
score

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.

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