Investment adviser · CRD 126052
FREEDOM INVESTMENT MANAGEMENT, INC.
Investment adviser filing (IA)
SOUTH WINDSOR, CT, United States · Form ADV filed Feb 4, 2026
- Regulatory AUM
- $569M Form ADV · Item 5.F
- Client accounts
- 925 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | Fewer than 5 | $234,893,052 | 41.3% |
| High-net-worth individuals | 76 | $203,473,566 | 35.8% |
| Individuals | 409 | $92,239,004 | 16.2% |
| Retirement plans | 29 | $26,713,766 | 4.7% |
| Charities | 6 | $11,330,840 | 2.0% |
Filing source
Form ADV 2046203 · Feb 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
1645 ELLINGTON RD, 3RD FLOORSOUTH WINDSOR, CT, 06074, United States
CRD 126052
Filing source
Form ADV 2046203 · Feb 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.