FREEDOM INVESTMENT MANAGEMENT, INC.

100 Constitution Plz
Fl 7
Hartford, Connecticut 06103-1703
Tel: 860-291-1998

About FREEDOM INVESTMENT MANAGEMENT, INC.

FREEDOM INVESTMENT MANAGEMENT, INC, formally registered with the SEC as FREEDOM INVESTMENT MANAGEMENT, INC. The firm was established in 01/08/2008. They have over 7 offices throughout the country.

FREEDOM INVESTMENT MANAGEMENT, INC. is a Hartford, Connecticut based Financial Planning firm with nearly $2,011,911,525 assets under management, offering retirement planning & investment advisory services to 13073 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126052
SEC#	801-68642
Assets Managed by Firm	$2,011,911,525
No. of Clients	13073
No. of Advisors	43

Fee Structure

A percentage of AUM
Other (MINIMUM MONTHLY ACCOUNT FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (MODEL PROVIDER/STRATEGIST)

Firm Client Information

	No. of Clients	AUM
Firm Total	13073	$2,011,911,525
Individuals (other than high net worth individuals)	9352	$1,096,352,362
High net worth individuals	387	$698,755,086
Pension and profit sharing plans	43	$183,747,932
Charitable organizations	6	$678,427
Corporations or other businesses	71	$32,377,718

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