FREEPORT FINANCIAL PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$4,074,557,646
Discretionary
$4,074,557,646
Non-discretionary
$0
Firm details
- CRD number
- 166682
- SEC file number
- 801-77952
- Main office
- CHICAGO, IL, United States
- Employees
- 24
- SEC status
- Approved
- Website
- HTTP://MOELISASSETMANAGEMENT.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.