Freegulliver, LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 117040
- Registered since
- January 30, 2006
- Website
- freegulliver.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
- Client types
- HNWI60.61%
- Pooled Investment Vehicles31.98%
- Individuals2.44%
- Pension & Profit Sharing Plans2.33%
- Corporations / Businesses1.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Freegulliver, LLC is an independent registered investment adviser and capital allocator that serves both high-net-worth individuals and institutional clients. Founded and SEC-registered in 2006, the firm operates as an LLC with individual ownership and combines traditional advisory services—financial planning and portfolio management across individuals, pooled vehicles and institutions—with insurance brokerage activity. Its advisory menu also includes pension consulting, manager selection and publication of periodic investment commentary. Fee arrangements are mixed: percentage of AUM, fixed fees, commissions and performance-based fees are all used. Freegulliver does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds25%
- Non-Exchange Traded Equities14%
- Cash & Cash Equivalents9%
- State & Local Bonds5%
Owners & executives
1 of 1Joseph Rodriguez
Chief Financial OfficerCRD 8147468
Contacts
3 of 5
Clifford Mintz
Alternatives AnalystCRD 7063032
Michael Kirschman
PartnerCRD 6184634
Frank Friedler
t Co-Founder & Managing PartnerCRD 1487255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$219M in ETFs
64%
$140M
33%
$78.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 ETF (IWL) | BlackRock | Passive | Large Blend | $38.8M | 209,733 | 17.70% |
Location
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 1000 S Norman C Francis Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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