FREEDOM INVESTMENT MANAGEMENT, INC.

CRD 126052 · SEC 801-68642

Visit website

1645 ELLINGTON RD, 3RD FLOOR, SOUTH WINDSOR, CT, 06074, United States

Phone

860-291-1998

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$568.7M

Discretionary AUM

$568.7M

Team

9 total employees; 6 advisory reps; 31 broker-dealer reps

Clients

Fees

Percentage of AUM; MINIMUM MONTHLY ACCOUNT FEE

Org form

Corporation

Filing date

2026-02-04

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersMODEL PROVIDER/STRATEGIST

Client types

Type	Clients	AUM
Individuals	409	$92.2M
High net worth individuals	76	$203.5M
Pension/profit sharing plans	29	$26.7M
Charitable organizations	6	$11.3M

States served

VT, AL, AK, AZ, CA, CO, DC, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, NE, NV, NJ, NY, NC, OH, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.linkedin.com/company/freedomadvisors
https://freedomadvisors.com/
https://www.portal.freedomadvisors.com
https://www.sterlinggroupat3d.com

Official SEC filing: View on IAPD