Freedom Financial Funds, LLC at 23632 Calabasas Rd # 204, Calabasas Hills, Ca 91302 lists Michael Klein of Scottsdale, AZ as the associate.
Yan T Lam
Individual Agent
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23632 CALABASAS RD # 204, CALABASAS HILLS, CA 91302
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Michael Klein
CEO
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7592 E MONTERRA WAY, SCOTTSDALE, AZ 85266
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Michael Klein
Manager
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7592 E MONTERRA WAY, SCOTTSDALE, AZ 85266
(View Past Addresses)
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23632 CALABASAS RD # 204, CALABASAS HILLS, CA 91302
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Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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2020 | Plan NameFREEDOM FINANCIAL FUNDS, LLC CASH BALANCE PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$235,000 / $470,157 | 2020 | FREEDOM FINANCIAL FUNDS, LLC CASH BALANCE PENSION PLAN - Plan #001 | 3 / 3 | $235,000 / $470,157 |
2019 | Plan NameFREEDOM FINANCIAL FUNDS, LLC CASH BALANCE PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $235,000 | 2019 | FREEDOM FINANCIAL FUNDS, LLC CASH BALANCE PENSION PLAN - Plan #001 | 3 / 3 | $0 / $235,000 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor