CRD: 150444
Freitag Financial Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Vertex legacy
- Established Date
- 07-28-2009
- Office Locations
- 1
Office Locations
About Freitag Financial Group, LLC
Freitag Financial Group, LLC is a Charlotte, NC fee-only Registered Investment Advisor providing comprehensive financial planning and ongoing investment management. The firm focuses on preserving and growing client wealth with an emphasis on downside protection and goal- and constraint-based portfolios, using vehicles such as ETFs and mutual funds. Operates on a fiduciary standard and custodians include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD EMIL FREITAG
Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR, President
- CRD
- #2203702
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $54,723,181 | -- |
| Total | $54,723,181 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $54,723,181
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $409,565,087 | 11.2% |
| Public Funds | $372,996,776 | 10.2% |
| Cash | $888,609,967 | 24.3% |
| Corporate - Investment Grade | $921,521,447 | 25.2% |
| U.S. Government/Agency | $1,064,137,861 | 29.1% |
| Total | $3,656,831,138 | 100.0% |