CRD: 145865
Fremont Financial Advisors Inc.
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- Custodian
- Betterment
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-28-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 47 clients, or 23.5 clients per representative. That equates to $214.0K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
KATHLEEN ANN PARKER
Chief Executive Officer
- CRD
- #5469006
- Ownership
- 75% or more
JAMES DAVID PARKER
Chief Compliance Officer, Owner
- CRD
- #3127370
- Ownership
- Less than 5%
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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
SMA allocation detail is available
Fremont Financial Advisors Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.