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FREC
171 2nd Street, 3rd Floor
San Francisco, California 94105
Tel: 855-900-3732
About FREC
FREC, formally registered with the SEC as FREC. The firm was established in 04/27/2023. They have over 1 offices throughout the country.
FREC is a San Francisco, California based Financial Planning firm with nearly $119,214,747 assets under management, offering retirement planning & investment advisory services to 820 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325982 |
| SEC# | 801-127783 |
| Assets Managed by Firm | $119,214,747 |
| No. of Clients | 820 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 820 | $119,214,747 |
| Individuals (other than high net worth individuals) | 784 | $73,768,373 |
| High net worth individuals | 22 | $43,291,051 |
| Charitable organizations | 1 | $299,635 |
| Corporations or other businesses | 13 | $1,855,688 |
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