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 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
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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