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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