Mount Financial Freedom

Mount Financial Freedom (CRD# 313406) is a financial advisory firm headquartered in , . They manage $50,819,633 in 333 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://mountfinancialfreedom.com/
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $152,612
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Mount Financial Freedom
Showing 1 - 1 of 1 top financial advisors.
1
William Luhrs, financial advisor Cave Creek AZ
William Luhrs
CRD#: 6943209
Cave Creek, AZ

William Luhrs (CRD# 6943209) is an Investment Advisor Representative working at Mount Financial Freedom in Cave Creek, AZ and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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