Freedom Investment Management, Inc.
Freedom Investment Management, Inc. is an SEC-registered wealth manager in South Windsor, CT with $568.7M assets under management (AUM, regulatory AUM), -72% over one year. See who owns Freedom Investment Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126052, SEC 801-68642, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $568.7M (2026-02-04)
- Firm type
- Wealth Manager
- Location
- South Windsor, CT
- Employees
- 9
- Clients
- 520
- CRD
- 126052
- Ownership
- WINTERS, JENNIFER, CHRISTINE; MENTING, DUANE; BROWN, CURTIS, CARNEGIE; NELSON, WILLIAM, ROBERT; EQIS HOLDING, INC.
How much AUM does Freedom Investment Management, Inc. have?
Freedom Investment Management, Inc. reported $568.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Freedom Investment Management, Inc.?
Disclosed owners and executives of Freedom Investment Management, Inc. include WINTERS, JENNIFER, CHRISTINE, MENTING, DUANE, BROWN, CURTIS, CARNEGIE, NELSON, WILLIAM, ROBERT, EQIS HOLDING, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.