FREC Advisers LLC

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Assets, Funds, Holdings

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FREC Advisers LLC
CRD #325982
SEC #801-127783
CIK #
AUM $8.4 MM (2024-08-20)
Employees 3 (33% Investors, 67% Brokers)
Phone855-900-3732
Address171 2nd Street, 3rd Floor
San Francisco, CA 94105
Source [IAPD] [Website] [Twitter] [Instagram]
Total AUM ($MM)
10.08.06.04.02.00.02009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 89 6.9
(b) Individuals (high net worth individuals) 2 1.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.1
(n) Other 0 0.0
Total 93 8.4
By Discretionary
Discretionary 93 8.4
Non-Discretionary 0 0.0
Total 93 8.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 8.4
Total 93 8.4
Comparable Firms State AUM ($BB)
235 Wealth Management LLC
IL 0.0
SLP Wealth LLC
NC 0.0
RUE Neil
OR 0.0
Concreit Fund Management LLC
WA 0.0
Unity Wealth Partners LLC
CA 0.0
Blue Ocean Investment Partners Limited
0.0
Clarivor LLC
NY 0.0
Honeytree Investment Management Ltd
0.0
Pacific Equity LLC
0.0
Wealthspan Investment Management LLC
MI 0.0
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