Freif Advisors LLC: new SEC registration, $570M AUM, Denver, CO
Freif Advisors LLC (Denver, Colorado): new SEC registration, $570M AUM, Denver, CO. Its amount of 570 is top-decile (90th percentile of 1,149 records). Dated 246 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 570 · 90th percentile of 1,149 NewRiaPulse records · 4.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 28 related CO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Freif Advisors LLC |
| Legal name | Freif Advisors LLC |
| CRD | 340426 |
| Status | Approved |
| Registered with the SEC | 2026-03-03 |
| Latest Form ADV filing | 2026-05-29 |
| Location | Denver, CO, United States |
| Regulatory AUM | $569,923,542 |
| Accounts | 1 |
| Employees | 69 |
| Website | http://FREIF.com |
| amount percentile | 90th of 1,149 (median 134, 4.3x median) |
| Peer records CSV (29 CO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-03
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CO first): Leh III Management LLC · Cresalta Investment Management, INC. · Exceptional Wealth & Family Office · Shenandoah Energy Management, LLC · Unless Management LP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Freif Advisors LLC and 29 Colorado peers
- Colorado NewRiaPulse records like this one: 29
- Freif Advisors LLC's amount: 90th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Colorado peer: $5,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $570M under management.
- Website on file.
What is the NewRiaPulse record for Freif Advisors LLC in Denver, Colorado?
Freif Advisors LLC received SEC registration as an investment adviser (2026-03-03) with $569,923,542 in regulatory assets under management, based in Denver, CO.
How does Freif Advisors LLC compare to other Colorado NewRiaPulse records?
This is a top-decile record: its amount of 570 is 4.3x the median of 134 across 1,149 records. It is 246 days old; check the official source for later updates before acting.
Freif Advisors LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Freif Advisors LLC | Denver, CO | 570 | 90th | 2026-03-03 |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 |
| Florida Atlantic Securities Corp. | Miami, FL | 590 | 90th | 2026-08-05 |
| Wealth Intelligently Navigated, LLC | Greer, SC | 533 | 89th | 2026-03-31 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.