Freedom Advisory

Freedom Advisory (CRD# 147546) is a financial advisory firm headquartered in Guaynabo, PR. They manage $109,982,281 in 146 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $753,303
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

FL, IL, PR

Financial Advisors at Freedom Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Eduardo J. Ramos
CRD#: 5551621
Centro Intrenacional De Mercadeo, Tower 1, Suite 205, Guaynabo, PR 00968
93
Wealthminder
score

Eduardo Ramos (CRD# 5551621) is an Investment Advisor Representative working at Freedom Advisory in Guaynabo, PR and has over 8 years of experience in the finance industry.

2
Giancarlo Diaz-Munio
CRD#: 6309159
Centro Internacional De Mercadeo, Tower 1, Suite 205, Guaynabo, PR 00968
90
Wealthminder
score

Giancarlo Diaz-Munio (CRD# 6309159) is an Investment Advisor Representative working at Freedom Advisory in Guaynabo, PR and has over 3 years of experience in the finance industry.

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