Overview
Assets Under Management: $567 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 87
Average Client Assets: $3.3 million
Frequently Asked Questions
FREC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325982), FREC is subject to fiduciary duty under federal law.
FREC is headquartered in SAN FRANCISCO, CA.
FREC serves 87 high-net-worth clients according to their SEC filing dated April 29, 2026. View client details ↓
According to their SEC Form ADV, FREC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FREC manages $567 million in client assets according to their SEC filing dated April 29, 2026.
According to their SEC Form ADV, FREC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.87%
Average Client Assets: $3.3 million
Total Client Accounts: 1,830
Discretionary Accounts: 1,830
Regulatory Filings
CRD Number: 325982
Filing ID: 2100012
Last Filing Date: 2026-04-29 12:52:41