Frec

RIASEC Registered

Total AUM

$567M

Discretionary

$567M

100% of AUM

Avg account

$310K

Accounts

1,830

Employees

7

Advisory reps

8

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 LLC is a broker-dealer–affiliated, non-independent retail registered investment adviser that registered with the SEC in 2023. The firm advises both individuals and families as well as institutional and business clients, delivering portfolio management services for individuals and small businesses and for businesses or institutions. Its fee model is a percentage of assets under management. Frec identifies as an active ESG investor, indicating ESG considerations are integrated into its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

Ashley Rodabaugh
Chief Compliance OfficerCRD 6711251

Contacts

3 of 7

Hayley Curtis
Private Wealth Management AssociateCRD 6873917
Dimitri Rodrigo
Head of Brokerage OperationsCRD 6572840
Joshua Patchik
Senior BrokerCRD 6997145

Unlock 4 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 301 Howard St
Time zone: PT (UTC-8)
Office locations

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