The Freyr Group

RIASEC Registered
Total AUM
$64.5M
Discretionary
$58.5M
91% of AUM
Avg account
$187K
Accounts
345
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
330313
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

FINTRX

Overview

The Freyr Group is a small, independent registered investment adviser organized as an LLC that serves individuals and families through fee-based financial planning and portfolio management. The firm leans toward equity-centered portfolios: its ADV shows a clear preference for exchange-traded equities as the primary vehicle for client exposure. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting support. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. The firm is not positioned as a capital allocator or as an ESG-focused manager. It works with traditional retail client profiles rather than institutional mandates, and its practice model appears geared to tailored managed accounts rather than product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 10%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents10%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Contacts

3 of 3
  • Brandon Konda

    Brandon Konda

    Founder and PresidentCRD 5438071

  • Kekoa Pfau

    Kekoa Pfau

    Financial AdvisorCRD 7609021

  • Maxwell Michalczik

    Maxwell Michalczik

    Investment Advisor RepresentativeCRD 7392062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth