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FREEDOM INVESTMENT MANAGEMENT, INC.
CRD 126052File 801-68642
APPROVED
Retail clients
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$568.7M
Above cohort median (national)
Discretionary AUM
$568.7M
Clients
520
925 accounts
Employees
9
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 8, 2008
- Principal office
- 1645 ELLINGTON RD, 3RD FLOOR, SOUTH WINDSOR, CT, 06074
- Phone
- 860-291-1998
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $568.7M
- Discretionary AUM
- $568.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 925
- Non-discretionary accounts
- 0
- Total accounts
- 925
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $11.3M |
| High net worth individuals | 76 | $203.5M |
| Pension and profit sharing plans | 29 | $26.7M |
| State or municipal government entities | Fewer than 5 | $234.9M |
| Individuals (other than high net worth individuals) | 409 | $92.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MINIMUM MONTHLY ACCOUNT FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.