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Building 2FREEDOM INVESTMENT MANAGEMENT, INC.

Map pinSOUTH WINDSOR, CT
Phone860-291-1998
NotebookSEC #801-68642
Total AUM
$568.7M
Employees
9
Clients
521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1645 ELLINGTON RD
3RD FLOOR
SOUTH WINDSOR
CT 06074
United States
Operating Hours
8:30 TO 4:00
BY APPT
Phone
860-291-1998
Other Offices
4

ReceiptFinancials

Total AUM
$568.7M
Accounts
925
Discretionary
$568.7M
Accounts
925
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
409
AUM
$92.2M
HNW Individual Clients
76
AUM
$203.5M
Pension/Profit Sharing Plan Clients
29
AUM
$26.7M
Charitable Organization Clients
6
AUM
$11.3M
Government Entity Clients
1
AUM
$234.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL PROVIDER/STRATEGIST
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM MONTHLY ACCOUNT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDCFLGAHIILINKSKYLAMAMDMEMIMONCNENHNJNVNYOHORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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