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FREITAG FINANCIAL GROUP, LLC
CRD 150444
15720 BRIXHAM HILL AVE SUITE 300, CHARLOTTE, NC, 28277, United States
Phone
704-887-4934
Fax
704-542-1819
Registration
— (—)
Source
State registered
Total AUM
$54.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $6.8M |
| High net worth individuals | 16 | $47.9M |
All web addresses on file
Official SEC filing: View on IAPD