FREEDOM INVESTMENT MANAGEMENT, INC.
CRD #126052 SEC #801-68642 HARTFORD, CT 860-291-1998
SEC Registered
Total AUM
$605.5M
Discretionary
$605.5M
Employees
11
Clients
0
Accounts
1,236
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $605.5M | $605.5M | $0 | 11 | 0 |
| Oct 2025 | $605.5M | $605.5M | $0 | 11 | 0 |
| Apr 2025 | $2.1B | $2B | $156.9M | 40 | 0 |
| Oct 2024 | $2B | $2B | $0 | 43 | 776 |
| Mar 2024 | $2B | $2B | $0 | 43 | 776 |
| Dec 2023 | $1.4B | $1.4B | $0 | 42 | 856 |
| Oct 2023 | $1.4B | $1.4B | $0 | 42 | 856 |
| Sep 2023 | $1.4B | $1.4B | $0 | 42 | 856 |
| Mar 2023 | $1.4B | $1.4B | $0 | 42 | 0 |
| Sep 2022 | $1.9B | $1.9B | $0 | 53 | 0 |
| Jun 2022 | $1.9B | $1.9B | $0 | 53 | 0 |
| Mar 2022 | $1.9B | $1.9B | $0 | 53 | 0 |
| Jul 2021 | $1.7B | $1.7B | $0 | 53 | 0 |
| May 2021 | $1.7B | $1.7B | $0 | 53 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 53 | 0 |
| Aug 2020 | $1.6B | $1.6B | $0 | 57 | 0 |
| Jun 2020 | $1.8B | $1.8B | $0 | 63 | 0 |
| Mar 2020 | $1.8B | $1.8B | $0 | 63 | 0 |
| Nov 2019 | $1.8B | $1.8B | $0 | 71 | 0 |
| Aug 2019 | $1.8B | $1.8B | $0 | 71 | 0 |
| Apr 2019 | $1.8B | $1.8B | $0 | 71 | 0 |
| Mar 2019 | $1.8B | $1.8B | $0 | 71 | 0 |
| Dec 2018 | $2.2B | $2.2B | $0 | 70 | 0 |
| Apr 2018 | $2.2B | $2.2B | $0 | 70 | 0 |
| Apr 2018 | $2.2B | $2.2B | $0 | 70 | 0 |
| Mar 2018 | $2.2B | $2.2B | $0 | 70 | 0 |
| Jan 2018 | $2.1B | $2.1B | $0 | 85 | 0 |
| Jan 2018 | $2.1B | $2.1B | $0 | 85 | 0 |
| Dec 2017 | $2.1B | $2.1B | $0 | 85 | 0 |
| Nov 2017 | $2.1B | $2.1B | $0 | 85 | 0 |
| Nov 2017 | $2.1B | $2.1B | $0 | 85 | 0 |
| Jul 2017 | $2B | $2B | $0 | 85 | 20,600 |
| Jun 2017 | $2B | $2B | $0 | 85 | 20,600 |
| May 2017 | $2B | $2B | $0 | 85 | 20,600 |
| Mar 2017 | $2B | $2B | $0 | 85 | 20,600 |
| Mar 2017 | $2B | $2B | $0 | 85 | 20,600 |
| Jan 2017 | $1.7B | $1.7B | $0 | 75 | 13,000 |
| Sep 2016 | $1.7B | $1.7B | $0 | 75 | 13,000 |
| Jun 2016 | $1.7B | $1.7B | $0 | 75 | 13,000 |
| Mar 2016 | $1.7B | $1.7B | $0 | 75 | 13,000 |
| Oct 2015 | $1.3B | $1.3B | $0 | 75 | 13,000 |
| May 2015 | $1.1B | $1.1B | $0 | 58 | 9,600 |
| May 2015 | $1.1B | $1.1B | $0 | 58 | 9,600 |
| Apr 2015 | $1.1B | $1.1B | $0 | 58 | 9,600 |
| Mar 2015 | $887.8M | $887.8M | $0 | 38 | 5,800 |
| Sep 2014 | $779.4M | $779.4M | $0 | 38 | 5,800 |
| Mar 2014 | $539.9M | $539.9M | $0 | 38 | 5,800 |
| Jan 2014 | $513.2M | $513.2M | $0 | 38 | 5,800 |
| Jan 2014 | $513.2M | $513.2M | $0 | 38 | 5,800 |
| Oct 2013 | $513.2M | $513.2M | $0 | 38 | 5,800 |
| Oct 2013 | $433.3M | $433.3M | $0 | 38 | 5,800 |
| Sep 2013 | $433.3M | $433.3M | $0 | 38 | 5,800 |
| Aug 2013 | $433.3M | $433.3M | $0 | 38 | 5,800 |
| Apr 2013 | $375.1M | $375.1M | $0 | 38 | 5,800 |
| Feb 2013 | $319M | $319M | $0 | 36 | 4,100 |
| Feb 2013 | $319M | $319M | $0 | 36 | 4,100 |
| Jan 2013 | $319M | $319M | $0 | 36 | 4,100 |
| Jan 2013 | $319M | $319M | $0 | 36 | 4,100 |
| Oct 2012 | $319M | $319M | $0 | 11 | 4,100 |
| Aug 2012 | $319M | $319M | $0 | 11 | 4,100 |
| Jun 2012 | $319M | $319M | $0 | 11 | 4,100 |
| Apr 2012 | $319M | $319M | $0 | 11 | 4,100 |
| Mar 2012 | $259M | $259M | $0 | 11 | 3,900 |
| Aug 2011 | $221.6M | $221.6M | $0 | -- | -- |
| Jun 2011 | $221.6M | $221.6M | $0 | -- | -- |
| Jun 2011 | $221.6M | $221.6M | $0 | -- | -- |
| Mar 2011 | $221.6M | $221.6M | $0 | -- | -- |
| Jan 2011 | $91.9M | $91.9M | $0 | -- | -- |
| Sep 2010 | $91.9M | $91.9M | $0 | -- | -- |
| Jul 2010 | $91.9M | $91.9M | $0 | -- | -- |
| Jun 2010 | $91.9M | $91.9M | $0 | -- | -- |
| May 2010 | $91.9M | $91.9M | $0 | -- | -- |
| Mar 2010 | $41M | $41M | $0 | -- | -- |
| Oct 2009 | $41M | $41M | $0 | -- | -- |
| Sep 2009 | $41M | $41M | $0 | -- | -- |
| May 2009 | $41M | $41M | $0 | -- | -- |
| Apr 2009 | $41M | $41M | $0 | -- | -- |
| Mar 2009 | $41M | $41M | $0 | -- | -- |
| Mar 2009 | $41M | $41M | $0 | -- | -- |
| Mar 2008 | $24M | $24M | $0 | -- | -- |
| Jan 2008 | $1.1M | $1.1M | $0 | -- | -- |
| Jan 2008 | $1.1M | $1.1M | $0 | -- | -- |
| Jan 2008 | $1.1M | $1.1M | $0 | -- | -- |
| Dec 2007 | $1.1M | $1.1M | $0 | -- | -- |
| Nov 2007 | $1.1M | $1.1M | $0 | -- | -- |
DateDec 2025
Total AUM$605.5M
Discretionary$605.5M
Non-Disc.$0
Employees11
Clients0
DateOct 2025
Total AUM$605.5M
Discretionary$605.5M
Non-Disc.$0
Employees11
Clients0
DateApr 2025
Total AUM$2.1B
Discretionary$2B
Non-Disc.$156.9M
Employees40
Clients0
DateOct 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees43
Clients776
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees43
Clients776
DateDec 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees42
Clients856
DateOct 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees42
Clients856
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees42
Clients856
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees42
Clients0
DateSep 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees53
Clients0
DateJun 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees53
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees53
Clients0
DateJul 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateMay 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees53
Clients0
DateAug 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees57
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees63
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees63
Clients0
DateNov 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees71
Clients0
DateAug 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees71
Clients0
DateApr 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees71
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees71
Clients0
DateDec 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees70
Clients0
DateApr 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees70
Clients0
DateApr 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees70
Clients0
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees70
Clients0
DateJan 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees85
Clients0
DateJan 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees85
Clients0
DateDec 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees85
Clients0
DateNov 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees85
Clients0
DateNov 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees85
Clients0
DateJul 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees85
Clients20,600
DateJun 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees85
Clients20,600
DateMay 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees85
Clients20,600
DateMar 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees85
Clients20,600
DateMar 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees85
Clients20,600
DateJan 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees75
Clients13,000
DateSep 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees75
Clients13,000
DateJun 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees75
Clients13,000
DateMar 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees75
Clients13,000
DateOct 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees75
Clients13,000
DateMay 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees58
Clients9,600
DateMay 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees58
Clients9,600
DateApr 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees58
Clients9,600
DateMar 2015
Total AUM$887.8M
Discretionary$887.8M
Non-Disc.$0
Employees38
Clients5,800
DateSep 2014
Total AUM$779.4M
Discretionary$779.4M
Non-Disc.$0
Employees38
Clients5,800
DateMar 2014
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees38
Clients5,800
DateJan 2014
Total AUM$513.2M
Discretionary$513.2M
Non-Disc.$0
Employees38
Clients5,800
DateJan 2014
Total AUM$513.2M
Discretionary$513.2M
Non-Disc.$0
Employees38
Clients5,800
DateOct 2013
Total AUM$513.2M
Discretionary$513.2M
Non-Disc.$0
Employees38
Clients5,800
DateOct 2013
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees38
Clients5,800
DateSep 2013
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees38
Clients5,800
DateAug 2013
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees38
Clients5,800
DateApr 2013
Total AUM$375.1M
Discretionary$375.1M
Non-Disc.$0
Employees38
Clients5,800
DateFeb 2013
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees36
Clients4,100
DateFeb 2013
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees36
Clients4,100
DateJan 2013
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees36
Clients4,100
DateJan 2013
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees36
Clients4,100
DateOct 2012
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees11
Clients4,100
DateAug 2012
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees11
Clients4,100
DateJun 2012
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees11
Clients4,100
DateApr 2012
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees11
Clients4,100
DateMar 2012
Total AUM$259M
Discretionary$259M
Non-Disc.$0
Employees11
Clients3,900
DateAug 2011
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees--
Clients--