Freegulliver, LLC

RIASEC RegisteredEst. 2006

Total AUM

$837M

Discretionary

$549M

66% of AUM

Avg account

$1.4M

Accounts

584

Employees

Advisory reps

Firm details

Headquarters: New Orleans, Louisiana
CRD number: 117040
Registered since: January 30, 2006
Website: freegulliver.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI60.61%
Pooled Investment Vehicles31.98%
Individuals2.44%
Pension & Profit Sharing Plans2.33%
Corporations / Businesses1.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Freegulliver, LLC is an independent registered investment adviser operating as a limited liability company and serving both individual/family and institutional clients. The firm combines traditional advisory work—financial planning and discretionary portfolio management across individuals, pooled vehicles and institutions—with insurance brokerage activity and the selection of third‑party managers. Its disclosures show a mix of fee arrangements (percentage of AUM, fixed fees, commissions and performance fees) and publication activity, indicating they produce client-facing commentary or newsletters. The firm does not report an ESG investment focus and is not structured as a multi‑state or newly formed adviser. Its filings list a range of advisory services, including pension consulting and the management or sponsorship of pooled investment vehicles.