| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Thomas Lucich | Chief Compliance Officer | Under 5% | 2022 |
| Freedom Advisors Group Intermediate Holdings, LLC Control | Limited Liability Company | Over 75% | 2022 |
| Robert Philip Herrmann Control | Chief Executive Officer | Under 5% | 2020 |
Freedom Investment Management, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
Freedom Investment Management, Inc. reports 40 employees.
Freedom Investment Management, Inc. is based in Hartford, CT and has been SEC-registered since 2008.
Freedom Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Constitution Plz, Fl 7, Hartford, CT 06103-1703 |
| Phone | 860-291-1998 |
| Office hours | 8:30 To 4:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1566653 |
| Discloses disciplinary history | No |
| Discretionary | $1.99B |
| Non-discretionary | $156.9M |
| Total (RAUM) | $2.15B |