Freitag Financial Group, LLC

Freitag Financial Group, LLC (CRD# 150444) is a financial advisory firm headquartered in Charlotte, NC. They manage $41,024,888 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277
https://www.facebook.com/freitagfinancialgroup/
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $295,143
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
Types of Clients
Registered States
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
15720 Brixham Hill Ave Suite 300, Charlotte, NC 28277

Richard Freitag (CRD# 2203702) is an Investment Advisor Representative working at Freitag Financial Group, LLC in Charlotte, NC and has over 31 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.

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