Frec

RIASEC RegisteredEst. 2023
Total AUM
$567M
Discretionary
$567M
100% of AUM
Avg account
$310K
Accounts
1,830
Employees
7
Advisory reps
6

Firm details

Headquarters
San Francisco, California
CRD number
325982
Registered since
April 27, 2023
Website
frec.com
Fee structure
Percentage of AUM
Client types
  • HNWI50.87%
  • Individuals44.92%
  • Corporations / Businesses4.22%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Frec is a limited liability company that provides discretionary portfolio management for both individuals/families and business or institutional clients. The firm charges fees as a percentage of assets under management and is registered with the SEC (registration year 2023). Its reported client base includes individual & family investors as well as institutional clients. Frec identifies itself as an active ESG investor and lists a broker-dealer affiliation among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Ashley Rodabaugh

    Ashley Rodabaugh

    Chief Compliance OfficerCRD 6711251

Contacts

3 of 5
  • Dimitri Rodrigo

    Dimitri Rodrigo

    Head of Brokerage OperationsCRD 6572840

  • Matthew Robbins

    Matthew Robbins

    Senior Account ExecutiveCRD 7265002

  • Joshua Patchik

    Joshua Patchik

    Senior BrokerCRD 6997145

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
171 2nd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth