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 advisory firm organized as a corporation and operating since 2008. The firm serves individuals, families and institutional clients and describes itself as a capital allocator that selects outside managers as part of its offering. Core services include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Fees are charged on a percentage-of-AUM basis (with other fee arrangements also noted). The firm is not identified as an active ESG investor.
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
1 of 1
Steven Daignault
Chief Financial OfficerCRD 7579116
Contacts
3 of 4
John O'connor
PresidentCRD 1070038
Scott Hawley
Investment Advisor RepresentativeCRD 6623466
Brian Hawley
Investment Advisor RepresentativeCRD 3105682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$368M in ETFs
37%
$137M
61%
$231M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP) | Dimensional | Active | Large Blend | $46.9M | 1,124,058 | 12.76% |
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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