FREEDOM INVESTMENTS, INC. X-17A-5 (2025-02-27) — Broker-dealer annual report

Full text of FREEDOM INVESTMENTS, INC.'s X-17A-5 filed 2025-02-27 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

Document text (excerpt)

{0}------------------------------------------------ FREEDOM INVESTMENTS, INC. (S.E.C. I.D. No. 8-47883) ## STATEMENT OF FINANCIAL CONDITIONS AS OF DECEMBER 31, 2024 AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FffiM \*\*\*\*\*\* Filed pursuant to Rule 17a-5( e)(3) under the Securities Exchange Act of 1934 as a Public Document. {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response ... 12.00 > SEC FILE NUMBER **8-47883** # **ANNUAL AUDITED REPORT FORMX-17A-5 PART** III ### **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING 01/01/2024 AND ENDING 12/31/2024 *MMIDDIYY MMIDDIYY* **A. REGISTRANT IDENTIFICATION** NAME OF FIRM: Freedom Investments, Inc. TYPE OF REGISTRANT (check all applicable boxes): <sup>~</sup>Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.) 375 Raritan Center Parkway (No. and Street) Edison NJ (City) (State) PERSON TO CONTACT WITH REGARD TO THIS REPORT Albert G. Lowenthal 212-668-5782 (Name) (Area Code - Telephone No.) **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filling\* Deloitte & Touche LLP 08837 (Zip Code) Albert.Lowenthal@opco.com (Email Address) (Name - if individual, state last, first, middle name) 30 Rockefeller Plaza New York New York 10112 (Address) (City) (State) (Zip Code) 10/20/2003 34 (Date of Registration with PCAOB )(if applicable) (PCAOB Registration Number, if applicable) FOR OFFICIAL USE ONLY \* *Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(l)(ii), if applicable.* Persons who are to respond to the collection of information contained in this form are not reqnired to respond unless the form displays a currently valid 0MB control number. {2}------------------------------------------------ #### **OATH OR AFFIRMATION** I, Albert G. Lowenthal, swear (or affmn) that, to the best ofmy knowledge and belief, the financial report pertain…

Read the full text as markdown

Other filings by this registrant

Original filing on SEC EDGAR (source of record)