FREC

Overview

Frec is a limited liability company that registered with the SEC in 2023 and provides fee-based portfolio management services to both individual/family clients and institutional or business clients. The firm’s advisory activities are concentrated on managing portfolios for individuals and small businesses as well as for businesses or institutions. Frec reports an affiliation with a broker-dealer and identifies itself as an active ESG investor. Its stated fee model is a percentage-of-AUM arrangement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices