Freitag Capital LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
298349
Registered since
November 13, 2019

Firm profile

FINTRX

Overview

Freitag Capital LLC is organized as a limited liability company and appears in SEC records dating to 2019. Public data classifies the firm as unclassified and identifies its owner type as a domestic entity and individual. The firm is not listed as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser in the available snapshot. Beyond registration and these status flags, there is little operational detail in the source dataset about the firm’s client focus, advisory services, fee schedule, or portfolio approach. Filings and the supplied snapshot do not describe investment mandates, sector preferences, or target client segments.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Bedell

    ContractorCRD 7234666

  • Anna Freitag

    Chief Financial Officer & Chief Operations OfficerCRD 4242091

Contacts

1 of 1
  • Sebastian Freitag

    Sebastian Freitag

    Managing DirectorCRD 2918381

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
75 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth