President / Chief Compliance Officer · Freedom Funds Management Co
Fred R. Kelly
CRD 716207 · Named on Form ADV at one SEC-registered adviser
At a glance
Freedom Funds Management Co, an SEC-registered asset manager based in Denver, CO with $1.9 billion in regulatory assets, lists Fred R. Kelly on its Form ADV as President / Chief Compliance Officer, a control person.
Firms and roles
- Freedom Funds Management CoPresident / Chief Compliance OfficerAsset manager · Denver, CO · $1.9B in regulatory assets
AtlasMembers
Fred’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Fred’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.