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FREEDOM FUNDS MANAGEMENT CO

CRD 110785File 801-28640
APPROVED
Filing as of Dec 2, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$1.90B
Top 25% of cohort (national)
Discretionary AUM
$1.90B
Clients
1
1 accounts
Employees
9
Top 25% of cohort in CO

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
DRO
Registration date
Jan 16, 1987
Principal office
1200 17TH ST, STE 850, DENVER, CO, 80202-5808
Phone
303-572-6990

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.90B
Discretionary AUM
$1.90B
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$1.90B

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$1.90B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.