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FREEDOM FIDUCIARIES LLC

CRD 323673File 801-129892
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$584.6M
Above cohort median (national)
Discretionary AUM
$584.6M
Clients
124
124 accounts
Employees
5
Above cohort median in ID

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Apr 22, 2024
Principal office
250 S 5TH ST, STE 680, BOISE, ID, 83702
Phone
208-900-4331

Assets & accounts

ADV Item 5F
Total regulatory AUM
$584.6M
Discretionary AUM
$584.6M
Non-discretionary AUM
$0
Discretionary accounts
124
Non-discretionary accounts
0
Total accounts
124
AUM per client
$4.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pension and profit sharing plans115$580.2M
Individuals (other than high net worth individuals)9$4.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

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.