Frec

Overview

Frec is a limited liability company that operates as a non-independent retail registered investment adviser. The firm serves both individual and family clients as well as institutional relationships and charges advisory fees based on a percentage of assets under management. Frec provides portfolio management for individuals, small businesses, and for businesses or institutions. The firm is marked as an active ESG investor, and it maintains an affiliation with a broker-dealer. Frec is SEC-registered (registration noted in 2023) and organized with domestic entity and individual ownership. The firm is not classified as a capital allocator and does not operate as a multi-state adviser or pension consultant according to its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices