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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FREC Advisers LLC
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|---|---|
| CRD # | 325982 |
| SEC # | 801-127783 |
| CIK # | |
| AUM | $119.2 M (2025-07-09) |
| Employees | 4 (25% Investors, 75% Brokers) |
| Phone | 855-900-3732 |
| Address | 171 2nd Street, 3rd Floor San Francisco, CA 94105 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 784 | 73.8 |
| (b) Individuals (high net worth individuals) | 22 | 43.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 820 | 119.2 |
| By Discretionary | ||
| Discretionary | 820 | 119.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 820 | 119.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.2 | |
| Total | 820 | 119.2 |
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|---|---|---|
|
Seattle Wealth Management LLC
✚
|
WA | 0.1 |
|
AXIM Wealth Management LLC
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OH | 0.1 |
|
Plan2Thrive Financial LLC
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IA | 0.1 |
|
Shannon T Pitner and Company
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FL | 0.1 |
|
Dedicated Capital Advisors LLC
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CA | 0.1 |
|
LD Lowe Wealth Advisory Inc
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TX | 0.1 |
|
Sklar Capital Advisors LLC
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|
NM | 0.1 |
|
HDA Wealth Management LLC
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|
OH | 0.1 |
|
LaSalle Investment Advisors Inc
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|
WI | 0.1 |
|
MWM Wealth Advisory LLC
✚
|
MN | 0.1 |