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Firms / California

Frec

San Francisco, CA. Legal name: Frec Advisers LLC

8 advisors$567 million managed

About the firm

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

Advisors at Frec

8Advisors
6Median years of experience
3States with offices
–Offices
8 advisors · Frec
Frec
6yrs
Hayley Curtis
Financial advisor
San Francisco, CA
More experience than 63% of advisors at Frec
FiduciaryInvesting
Call Directions
Frec
6yrs
Matthew Robbins
Financial advisor
San Francisco, CA
More experience than 50% of advisors at Frec
FiduciaryInvesting
Call Directions
Frec
6yrs
Ashley Rodabaugh
Financial advisor
301 Howard St., Suite 1410
San Francisco, CA 94105
6 years in the industry
FiduciaryInvesting
Call Directions
Frec
3yrs
Nolan Pecci
Financial advisor
119 West 24th St
New York, NY 10011
3 years in the industry
FiduciaryInvesting
Call Directions
Frec
2yrs
John Morton
Financial advisor
301 Howard St., Suite 1410
San Francisco, CA 94105
2 years in the industry
FiduciaryInvesting
Call Directions

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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.