FREY FINANCIAL
Firm details
- Headquarters
- URBANA, Illinois
- CRD number
- 123538
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Frey Financial operates as a sole proprietorship, focusing on providing financial planning services and portfolio management tailored for individuals and small businesses. The firm is also involved in insurance brokerage, which complements its advisory services. While it does not actively engage in ESG investing, Frey Financial emphasizes a personalized approach to wealth management, aiming to meet the unique needs of its clients through a combination of strategic planning and investment management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1THOMAS FREY
OwnerCRD 1950326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
URBANA, IL
CHAMPAIGN
Location
URBANA, IL
Headquartered in URBANA, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- CHAMPAIGN
- Address
- 2730
- Time zone
- CT (UTC-6)
- Office locations
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