RIA Intel›Advisers›Connecticut›FREEDOM INVESTMENT MANAGEMENT, INC.

FREEDOM INVESTMENT MANAGEMENT, INC.

Advisory

N·SOUTH WINDSOR, CT

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM
$569M
1-Year AUM Growth
+40.5%
3-Year CAGR
+4.6%
Employees
6
Assets Under Management
Total AUM$569M
Discretionary AUM$569M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients652
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)+42.9%
Filing History
Total Filings on Record108
First FilingNov 30, 2007
Latest FilingFeb 4, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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