Freedom Investment Management, Inc.
● SEC registered since 2008CRD 126052SEC# 801-68642South Windsor, CT
Reg. AUM
$568.7M
Employees
9
Accounts
925
Location
South Windsor, CT
Freedom Investment Management, Inc. assets under management
Freedom Investment Management, Inc. is an SEC-registered investment adviser based in South Windsor, CT. The firm has been registered since 2008. It reports $568.7 million in regulatory assets under management and employs 9 people.
Freedom Investment Management, Inc. owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Freedom Advisors Group Intermediate Holdings, LLC Control | Limited Liability Company | Over 75% | 2022 |
| John Arthur O'Connor Control | President & Cco | Under 5% | 2025 |
| Steven Mark Daignault Control | Chief Financial Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Freedom Investment Management, Inc. manage?
Freedom Investment Management, Inc. reports $568.7 million in regulatory assets under management on its Form ADV.
How many employees does Freedom Investment Management, Inc. have?
Freedom Investment Management, Inc. reports 9 employees.
Where is Freedom Investment Management, Inc. located?
Freedom Investment Management, Inc. is based in South Windsor, CT and has been SEC-registered since 2008.
Does Freedom Investment Management, Inc. disclose fund performance?
Freedom Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1645 Ellington Rd, 3rd Floor, South Windsor, CT 06074 |
| Phone | 860-291-1998 |
| Office hours | 8:30 To 4:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1566653 |
| Discloses disciplinary history | No |
Regulatory AUM
$568.7M▼ 74%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$568.7Mregulatory AUM
Discretionary $568.7M