Freedom Investment Management, Inc.
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
FINTRXOverview
Freedom Investment Management, Inc. is an independent, SEC-registered investment adviser (registered in 2008) that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers fee arrangements that include percentage-of-AUM billing alongside other fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Freedom reports it does not pursue ESG investing as part of its process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$281M in ETFs
45%
$127M
51%
$154M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $33.2M | 883,829 | 11.83% |
Location
South Windsor, CT
Hartford
Location
South Windsor, CT
Headquartered in South Windsor, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 1645 Ellington Rd
- Time zone
- ET (UTC-5)
- Office locations
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