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FREC
SAN FRANCISCO, CA
855-900-3732
SEC #801-127783Total AUM
$567.2M
Employees
7Clients
1,837Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
171 2ND STREET, 3RD FLOOR
SAN FRANCISCO
CA 94105
United States
SAN FRANCISCO
CA 94105
United States
Operating Hours
6:30 AM - 4:00 PM PT
Monday - Friday
Monday - Friday
Phone
855-900-3732
Financials
Total AUM
$567.2M
Accounts
1,830Discretionary
$567.2M
Accounts
1,830Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,702AUM
$254.8M
HNW Individual Clients
87AUM
$288.5M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
41AUM
$23.9M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZCACOCTDCFLGAHIIAIDILINKSMAMDMIMNMOMTNCNENHNJNVNYOHORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.