A registered investment advisory firm based in San Francisco, California. It manages about $567 million for roughly 1,789 individual clients. Services include investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$303,696
Assets under management ?$567 million
Individual clients1,789
Median years of experience6
FoundedNot stated
Services
Investment management for individuals and small businessesInvestment management for businesses and institutions
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Also known as
Frec Advisers LLC
About Frec
How do I contact Frec?
Call the main office at (855) 900-3732. The main office is at 301 Howard St., Suite 1410, San Francisco, CA 94105.
How is Frec paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Frec offer?
Investment management for individuals and small businesses, Investment management for businesses and institutions.
How many advisors work at Frec?
We list 8 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.