Freitag Financial Group, LLC

Freitag Financial Group, LLC (CRD# 150444) is a financial advisory firm headquartered in Charlotte, NC. They manage $13,547,126 in 77 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
http://www.freitagfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $175,937
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Freitag Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Freitag, financial advisor Charlotte NC
Richard E. Freitag
CRD#: 2203702
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
93
Wealthminder
score

Richard Freitag (CRD# 2203702) is an Investment Advisor Representative working at Freitag Financial Group, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals