Freedom Financial Asset Management
1875 South Grant StreetSan Mateo, CA 94402
Website: bills.com
Firm Size
- Assets Under Management (AUM):$712 Million
- Number of Funds:1
- Employees:17
- Firm Type:Hedge Fund
Description
Freedom Financial Asset Management, LLC is a financial advisory firm based in San Mateo, California. The company provides a wide range of investment management services to individuals, families, and businesses. They aim to help clients achieve their financial goals through a personalized and holistic approach. Services offered include portfolio management, retirement planning, estate planning, risk management, and tax-efficient strategies. The firm emphasizes transparency, integrity, and client satisfaction in all of their interactions. With a team of experienced and knowledgeable professionals, Freedom Financial Asset Management strives to empower their clients in making informed financial decisions.Latest News
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Mar 20, 2024: Achieve announces close of $200.6 million, AAA-rated personal loan securitization
Achieve , the leader in digital personal finance, announces the March 18 close of an offering of $200.63 million in rated notes backed by Achieve Personal Loans.
Nov 02, 2023: Achieve announces close of $157.5 million, AAA-rated personal loan securitization
Achieve , the digital personal finance company, announces the Oct. 27 close of an offering of $157.52 million in rated notes backed by Consolidation Plus loans.
Aug 04, 2023: Achieve announces close of $214 million, AAA-rated personal loan securitization
Achieve , the leader in digital personal finance, announces the August 3 close of an offering of $214.41 million in rated notes backed by Achieve Personal Loans.
Jun 08, 2023: Freedom Financial Asset Management, an Achieve company, named ABS Issuer of the Year in 2023 GlobalCapital US Securitization Award
Freedom Financial Asset Management (FFAM), an Achieve company, was named ABS Issuer of the Year in the 2023 GlobalCapital US Securitization Awards for its management of Freedom Consumer Credit Fund (FCCF).
Apr 18, 2023: Achieve announces close of $191 million, AAA-rated personal loan securitization
Achieve , the leader in digital personal finance, announces the April 13 close of an offering of $191.1 million in notes backed by Achieve Personal Loans.