Frec

Overview

Frec is a limited liability company operating as a non-independent retail registered investment adviser; it registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional and business accounts, offering portfolio management services for individuals/small businesses and for businesses or institutions. Its fee model is a percentage of assets under management. Frec self-identifies as an active ESG investor and maintains an affiliation with a broker-dealer. The firm is not designated as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices