F
$11.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-02-2020
- Office Locations
- 1
Office Locations
4601 East Douglas AVE Suite 212 Wichita KS
About Farrecian Investments INC
Farrecian Investments Inc is a Wichita, Kansas retail advisory firm providing financial and investment planning, tax and estate planning, and insurance/life insurance solutions. The practice serves individuals including entrepreneurs, emphasizing asset allocation and risk management with mutual funds and annuities. Custodies assets at Charles Schwab and operates on the United Planners platform.
Team overview
-- AVG AGE
$11.6M AVG AUM / ADVISOR
$262.6K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Client Personas
Vertex
Investment Themes
Legacy Ridge timber Peak
Investment Vehicles
Beacon
Platform
Harbor
Services
Timber Frontier Bridge Value Horizon unison Radial North
Owner & Executives
F
FRED FRANCIS LIEBAU JR
Chief Compliance Officer, Founder, Owner, President
- CRD
- #1049453
- Ownership
- 75% or more
(494) 337-7788
wave.oak@quantumcapital.com
in linkedin.com/in/value-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,553,458 | -- |
| Total | $11,553,458 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,553,458
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $3,198,264,783 | 100.0% |
| Total | $3,198,264,783 | 100.0% |