Freif Advisors LLC

RIASEC Registered
Total AUM
$570M
Discretionary
$570M
100% of AUM
Avg account
$570M
Accounts
1
Employees
69
Advisory reps
6

Firm details

Headquarters
Denver, Colorado
CRD number
340426
Registered since
March 3, 2026
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Freif Advisors LLC is an institutional registered investment adviser organized as a limited liability company. The firm is SEC registered (2026) and charges fees based on a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies, and its client base is institutional. Freif is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is structured as a related adviser and lists industry affiliations that include a broker-dealer and another investment adviser, which suggests it operates within a broader intermediary or affiliate arrangement rather than as a standalone retail RIA.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Darren Fisk

    Darren Fisk

    Founder & CEOCRD 6176642

  • Paul Mcauliffe

    Paul Mcauliffe

    Chief Financial OfficerCRD 1846473

  • Edie Suhr

    Chief Operating OfficerCRD 8057025

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Contacts

2 of 2
  • Lee Beck

    Lee Beck

    PresidentCRD 2225933

  • Elizabeth Ryan

    Elizabeth Ryan

    Managing DirectorCRD 7084395

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
240 Saint Paul St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth