The Freyr Group
Firm details
- Headquarters
- ,
- CRD number
- 330313
- Website
- freyrgroup.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.26%
- Individuals45.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Freyr Group is an independent RIA organized as an LLC and owned by an individual. Its client focus is individuals and families, and the firm charges both a percentage-of-AUM fee and fixed fees. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as a capital allocator or an active ESG investor. An insurance company is noted among its industry affiliations.
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 Equities50%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents10%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Brandon Konda
Founder and PresidentCRD 5438071
Kekoa Pfau
Financial AdvisorCRD 7609021
Maxwell Michalczik
Investment Advisor RepresentativeCRD 7392062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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