Fremont Investment Advisors Inc (San Francisco)

Fremont Investment Advisors Inc is a large advisory firm based in San Francisco. It manages $5.59 billion of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of California, Nevada, and Vermont.

Fremont Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fremont Investment Advisors: assets under management

The assets under management (AUM) of Fremont Investment Advisors Inc is $5.59 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.59 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.19 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fremont Investment Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fremont Investment Advisors Inc

Jon Stanley Higgins has been acting as President since 1 Sep 1989. James Edward Klescewski joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Stanford Kopf	Chief legal officer	1 Sep 1986	Other	2333934
Inc. Fremont Investors	Shareholder	1 Dec 1986	75% - 100%	94-2675217
David Lucien Redo	Chief executive officer	1 Dec 1986	Other	1608687
Albert Kirschbaum	Managing director	1 Dec 1986	Other	1618138
Jon Stanley Higgins	Director	1 Sep 1989	Other	2333928
Peter Frederick Landini	Chief operating officer	1 Feb 1991	Other	1618991
Martha Wheatley Thomas	Chief compliance officer	1 Jun 1996	Other	706695
Michael Harry Kosich	Managing director	1 Jul 1996	Other	274181
Jack Gee	Chief financial officer	1 Oct 1997	Other	2692401
Noel Francis Dedora	Managing director	1 Oct 2000	Other	2514377
Nancy Caven Tengler	President & chief investment officer	1 Oct 2000	Other	2491091
Deborah L. Duncan	Director	1 Jun 2002	Other	4575843
Edward Douglas Taylor	President & ceo, director	1 Jan 2003	Other	4237868
James Edward Klescewski	Chief financial officer	1 Apr 2003	Other	1722574

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Davidson Bechtel	Shareholder class a	1 Dec 1986	75% - 100%	2230421
Jr. Stephen Davidson Bechtel	Shareholder class a	1 Dec 1986	50% - 75%	2230421
Robert Jaunich	Shareholder class c	1 Jul 1991	50% - 75%	2333922
Alan Mark Dachs	Shareholder class c	1 May 1993	25% - 50%	1213933
Alan Mark Dachs	Shareholder class d	1 Apr 1996	75% - 100%	1213933
Riley P Bechtel	Shareholder class e	1 Jun 1998	25% - 50%	1828414
Richard Edward Cavanagh	Shareholder class e	1 Jun 1998	25% - 50%	1385102
John Wolfgang Weiser	Shareholder class f	1 Apr 2000	25% - 50%	2230424
Samuel Lou Ginn	Shareholder class g	1 Apr 2000	75% - 100%	4371898
John Wolfgang Weiser	Shareholder, class f	1 Oct 2000	25% - 50%	2230424
George T. Argyris	Shareholder, class f	1 Aug 2002	50% - 75%	4578218

Based in San Francisco

The principal office where Fremont Investment Advisors Inc performs its advisory services is located at 333 Market St., 26 Th Flr, San Francisco, CA 94105, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-284-8733 or by fax 415-836-0312. The normal business hours are 8:00 a.m. - 5:00 p.m. pacific time on Monday - Friday.