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FREC
FREC ADVISERS LLC
CRD 325982 · SEC 801-127783
171 2ND STREET, 3RD FLOOR, SAN FRANCISCO, CA, 94105, United States
Phone
855-900-3732
Fax
415-358-4452
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$567.2M
Discretionary AUM
$567.2M
Team
7 total employees; 1 advisory reps; 1747 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1702 | $254.8M |
| High net worth individuals | 87 | $288.5M |
| Corporations/business entities | 41 | $23.9M |
States served
AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD