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Andrew Thomas Lucich

FREEDOM INVESTMENT MANAGEMENT, INC.·HARTFORD, Connecticut
Unclaimed Profile
100 CONSTITUTION PLZ, HARTFORD, CT 06103-1703CRD# 2227654Firm CRD# 126052
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About

Andrew Thomas Lucich is a registered financial advisor based in HARTFORD, Connecticut, affiliated with FREEDOM INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FREEDOM INVESTMENT MANAGEMENT, INC.
FREEDOM INVESTMENT MANAGEMENT, INC.
AUM
$2.0B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at FREEDOM INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Other: MINIMUM MONTHLY ACCOUNT FEE
Regulatory
SEC/IARD CRD# 2227654
Firm CRD# 126052
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Thomas Lucich offer?
Andrew Thomas Lucich specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are Andrew Thomas Lucich's credentials?
Andrew Thomas Lucich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Thomas Lucich located?
Andrew Thomas Lucich is based in HARTFORD, Connecticut, working with FREEDOM INVESTMENT MANAGEMENT, INC.. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does Andrew Thomas Lucich charge for services?
Andrew Thomas Lucich's firm is compensated through percentage of aum, other: minimum monthly account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FREEDOM INVESTMENT MANAGEMENT, INC.?
FREEDOM INVESTMENT MANAGEMENT, INC. has approximately 43 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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