ASK Fredd

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
344234
Registered since
October 2, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

ASK Fredd is a limited liability company that registered with the SEC in 2026. The firm is individually owned and was recently formed. Its stated advisory activity is portfolio management for individuals and small businesses. ASK Fredd charges a mix of fee types—percentage of AUM, fixed fees, and performance-based fees—and does not identify as an active ESG investor. The firm is not designated as a capital allocator, pension consultant, related adviser, or a multistate adviser. Its internal classification is listed as unclassified.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Adam Maccio

    CRD 8333202

  • Nina Maccio

    CRD 8333204

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11150 W Olympic Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth