Freif Advisors LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 340426
- Registered since
- March 3, 2026
- Website
- forumig.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Freif Advisors LLC is an institutional registered investment adviser organized as a limited liability company. The firm is SEC registered (2026) and charges fees based on a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies, and its client base is institutional. Freif is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is structured as a related adviser and lists industry affiliations that include a broker-dealer and another investment adviser, which suggests it operates within a broader intermediary or affiliate arrangement rather than as a standalone retail RIA.
Assets & Accounts
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
Owners & executives
3 of 4
Darren Fisk
Founder & CEOCRD 6176642

Paul Mcauliffe
Chief Financial OfficerCRD 1846473
Edie Suhr
Chief Operating OfficerCRD 8057025
Contacts
2 of 2
Lee Beck
PresidentCRD 2225933

Elizabeth Ryan
Managing DirectorCRD 7084395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 240 Saint Paul St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Edgerock Wealth Management
RIADenver, CO
Keystone Global Partners LLC
RIADenver, CO
Saturn Five Advisors LLC
RIADenver, CO
Oakwood Real Estate Partners, LLC
RIADenver, CO
Origin Credit Advisers, LLC
RIADenver, CO
Crescat Portfolio Management LLC
RIADenver, CO