FREEDOM INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 2008

Total AUM

$569M

Discretionary

$569M

100% of AUM

Avg account

$615K

Accounts

925

Employees

Advisory reps

Firm details

Headquarters: SOUTH WINDSOR, Connecticut
CRD number: 126052
Registered since: January 8, 2008
Website: freedomadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: State / Municipal Government41.31%
HNWI35.78%
Individuals16.22%
Pension & Profit Sharing Plans4.7%
Charitable Organizations1.99%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Freedom Investment Management, Inc. is an independent registered investment adviser that has focused on fee-based portfolio management and financial planning since its SEC registration in 2008. The firm serves a mix of individuals, families and institutional clients and acts as a capital allocator, using third-party managers where appropriate. Its advisory services emphasize portfolio management for individuals and small businesses, financial planning and the selection of outside advisers. Freedom leans heavily into pooled public funds and mutual funds for core exposures rather than direct-stock concentrated strategies, and it is not positioned as an active ESG investor. The firm’s model combines discretionary portfolio management with advisory oversight and periodic use of specialist managers for alternative exposures. That structure supports a broad client base while allowing Freedom to retain centralized portfolio construction and to outsource niche strategies such as certain real estate or commodity allocations.