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Freedom Advisory
Freedom Advisory launched in 2008 in Guaynabo, serving as a registered investment adviser anchored in Puerto Rico's distinct financial services sector.
Freedom Advisory
Freedom Advisory launched in 2008 in Guaynabo, serving as a registered investment adviser anchored in Puerto Rico's distinct financial services sector. The firm was structured to advise individuals, pension plans, trusts, and corporations, offering a blend of discretionary and non-discretionary management that gives it flexibility across both retail-wealth and small-institutional channels. The firm's investment strategy centers on portfolio management and financial planning. Its coverage spans public equities and fixed income through separately managed accounts, with financial planning services layering on tax, estate, and retirement considerations relevant to Puerto Rico's Act 60 resident population and local business owners. The mandate extends across US and Puerto Rican markets, with a physical presence in Guaynabo. Team size and total regulatory assets under management are not publicly disclosed. Freedom Advisory maintains a single office in Guaynabo and has not announced affiliated philanthropic entities, co-investment vehicles, or private-market funds. No operational events from the last 24 months have been publicly reported. Puerto Rico's on-island RIA community remains fragmented, and Freedom Advisory's structural differentiator is its domicile. By operating as a locally registered investment adviser rather than a wirehouse branch or offshore manager, the firm competes on proximity and tax-aware advice for clients whose financial lives are shaped by the island's unique intersection of US federal and Puerto Rican tax codes.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Guaynabo
Corporate office
Guaynabo, Puerto Rico, United States
Frequently asked questions
Is Freedom Advisory registered with the SEC or a state regulator?
Freedom Advisory operates as a registered investment adviser. Puerto Rico-based advisers with assets under management below the federal threshold typically register with the Puerto Rico Office of the Commissioner of Financial Institutions rather than the SEC. The firm's exact regulatory registration status should be confirmed via the SEC's IAPD database or the Puerto Rico commissioner's office.
What types of clients does Freedom Advisory serve?
Per public record, Freedom Advisory advises a mix of individuals, pension plans, trusts, and corporations. It provides both discretionary and non-discretionary management, which suggests a client base that includes both retail-wealth relationships and smaller institutional mandates on the island.
Does Freedom Advisory offer private market or alternative investment access?
There is no public evidence that Freedom Advisory offers private-market funds, direct co-investments, or alternative-asset access. The firm's disclosed services are portfolio management and financial planning, which typically implies public-market securities and managed-account construction rather than closed-end private vehicles.
How does Freedom Advisory's location in Puerto Rico affect its investment advice?
Operating from Guaynabo places the firm inside Puerto Rico's unique tax environment, where residents may be subject to distinct treatment under Act 60, local property-tax regimes, and the intersection of US federal and Puerto Rican tax codes. A locally domiciled adviser is structurally positioned to deliver tax-aware financial planning calibrated to those rules in ways that an off-island manager typically does not.
Is Freedom Advisory affiliated with a larger financial institution or bank?
No disclosure of a parent company, bank affiliation, or partnership with a larger financial institution exists in the public record. The firm appears to operate independently from its single Guaynabo office.
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