AUMdb

Ask Fredd Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 344234 · SEC file 801-137417 · Los Angeles, CA · askfredd.ai
☆ Save with Pro ADV data as of Oct 06, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
—
Accounts
0
Employees
2

AUM over time

$0 $0
Sep 1, 2026 Oct 6, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Oct 06, 2026

Who they serve

Client typeClientsAUM% of AUM

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Fixed fees
  • • Performance-based fees

Services

  • • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 06, 2026.

View current Form ADV (SEC/IAPD) ↗