CRD: 109464
Freund & CO Investment Advisors, L.c.
$26.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
75 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-1997
- Office Locations
- 2
Office Locations
390 S. Woods Mill Rd. Suite 240 Chesterfield MO
530 Maryville Centre Dr. Suite 210 St. Louis MO
About Freund & CO Investment Advisors, L.c.
Freund & CO Investment Advisors, L.c. is a Chesterfield-based RIA with 2 offices. The firm has been operating for 28 years. Managing $26.0M in total assets under management, with 2 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$13.0M AVG AUM / ADVISOR
$346.6K AVG AUM / CLIENT
26 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Wave glacier Crest Alpha
Investment Themes
Peak Eagle horizon Momentum Legacy capital
Investment Vehicles
Value
Services
Prime Harbor Zenith Ridge zenith
Owner & Executives
W
WILLIAM JOSEPH FREUND
PRINCIPAL
- CRD
- #214193
- Ownership
- 75% or more
(335) 947-4210
peak.glacier@fusioncapital.com
in linkedin.com/in/legacy-prime
C
CAROLYN ANN FREUND
--
- CRD
- --
- Ownership
- Less than 5%
(538) 655-2520
catalyst.alpha@capitalcapital.com
in linkedin.com/in/vertex-prime
E
Element meridian
Radial legacy
- CRD
- #69913
- Ownership
- 27.7%
(955) 741-2517
pathway.legacy@eaglecapital.com
in linkedin.com/in/radial-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,995,005 | -- |
| Total | $25,995,005 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,995,005
Equity - Exchange:
29.5% U.S. Government/Agency:
14.9% Municipal Bonds:
25.1% Cash:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,601,679,179 | 29.5% |
| U.S. Government/Agency | $808,983,721 | 14.9% |
| Municipal Bonds | $1,362,784,657 | 25.1% |
| Cash | $1,655,973,388 | 30.5% |
| Total | $5,429,420,945 | 100.0% |