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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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

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.

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