This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=13.0

Regulatory AUM

$570MItem 5.F on the latest filing (2026-05-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$570M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

69

Advisory employees

29

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Custody, client assets

$0

SEC number

801-135467

CRD

340426

Filings on the tape

2

First filed

Jan 30, 2026

Latest filed

May 29, 2026

Organised

Limited Liability Company, DE

Website

freif.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:29fe1bdb-29b0-cc77-7b5c-c0da9a7f20a2

First observed

Jan 30, 2026

Last observed

May 29, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.