CRD: 145865
Fremont Financial Advisors Inc.
$10.1M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
18 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-28-2008
- Office Locations
- 1
Office Locations
2220 Riverview Road Riverton WY
About Fremont Financial Advisors Inc.
Fremont Financial Advisors is an independent RIA in Riverton, WY serving individuals, professionals, and small business owners with investment management plus coordinated insurance, retirement plan, and real estate resources. Portfolios lean heavily to ETFs, delivered via a trading platform with access to realtime money managers; custody includes Betterment.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$214.0K AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KATHLEEN ANN PARKER
Chief Executive Officer
- CRD
- #5469006
- Ownership
- 75% or more
Available
Available
Available
J
JAMES DAVID PARKER
Chief Compliance Officer, Owner
- CRD
- #3127370
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,055,866 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,055,866 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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