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$64.5M Total AUM
$58.5M Disc. AUM
-- 3Y CAGR
3 Employees
132 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2024
- Office Locations
- 3
Office Locations
-- Corvallis OR
-- Phoenix AZ
-- Westminster CO
About THE Freyr Group
THE Freyr Group is a Corvallis-based RIA with 3 offices. The firm has been operating for 2 years. Managing $64.5M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and LPL Financial.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$488.6K AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRANDON MICHAEL KONDA
Chief Compliance Officer, Managing Member
- CRD
- #5438071
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Maxwell James Michalczik
--
- CRD
- #7392062
Available
Available
Available
Kekoa Pfau
--
- CRD
- #7609021
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,500,000 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $64,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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