Freedom Mountain Investments

Freedom Mountain Investments (CRD# 141745) is a financial advisory firm headquartered in , . They manage $7,834,604 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.freedommount.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $559,615
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Freedom Mountain Investments
Showing 1 - 1 of 1 top financial advisors.
1
Edward Roche, financial advisor Paoli PA
Edward J. Roche
CRD#: 5226667
Paoli, PA

Edward Roche (CRD# 5226667) is an Investment Advisor Representative working at Freedom Mountain Investments in Paoli, PA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals