FREEDOM INVESTMENT MANAGEMENT, INC.

HARTFORD, Connecticut·15 registered advisors·CRD# 126052
SEC# 801-686426860-291-1998
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
43
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: MINIMUM MONTHLY ACCOUNT FEE
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at FREEDOM INVESTMENT MANAGEMENT, INC.

15 registered advisors
Andrew Thomas Lucich
HARTFORD, Connecticut
Anthony Marcus Orestano
SAN RAFAEL, California
Duane Menting
SAN RAFAEL, California
Jeffrey Max Cohen
HARTFORD, Connecticut
Joseph Francis Hunter
SAN RAFAEL, California
Mark Granville Thompson
SAN RAFAEL, California
Michael Richard Trott
SAN RAFAEL, California
Robert Alan Brown
SAN RAFAEL, California
Robert Philip Herrmann
HARTFORD, Connecticut
Scott Christopher Winters
HARTFORD, Connecticut
Scott Edward Stevens
SAN RAFAEL, California
Shieva Rajaee
SAN RAFAEL, California
Steven Mark Daignault
HARTFORD, Connecticut
Susan Lawson Woodard
SAN RAFAEL, California
William Robert Nelson
HARTFORD, Connecticut
05

Office Locations

SAN RAFAEL, California
9 advisors
HARTFORD, Connecticut
6 advisors

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Data sourced from SEC Form ADV filings. FREEDOM INVESTMENT MANAGEMENT, INC. (CRD# 126052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.