Assets Under Management
$2.1B
Number of Clients
9,327
Number of Advisors
8
Average Client AUM
$230K
AUM per Advisor
$268.3M
Compensation
Fee-Only (AUM)
Freedom provides discretionary and non-discretionary investment advisory services, including model portfolios. They offer services directly to clients, institutions, and through financial intermediaries. They also offer financial planning services through their IARs.
100 Constitution Plz, Fl 7, Hartford, CT, 06103-1703