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Ron Freund

THE SOCIAL EQUITY GROUP, INC.·BERKELEY, California
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2550 9TH STREET, BERKELEY, CA 94710CRD# 1267922Firm CRD# 123747
01

About

Ron Freund is a registered financial advisor based in BERKELEY, California, affiliated with THE SOCIAL EQUITY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
THE SOCIAL EQUITY GROUP, INC.
THE SOCIAL EQUITY GROUP, INC.
AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE SOCIAL EQUITY GROUP, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1267922
Firm CRD# 123747
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ron Freund offer?
Ron Freund specializes in Investment Management, Wealth Management. Contact their office in BERKELEY, California for a consultation.
What are Ron Freund's credentials?
Ron Freund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ron Freund located?
Ron Freund is based in BERKELEY, California, working with THE SOCIAL EQUITY GROUP, INC.. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Ron Freund charge for services?
Ron Freund's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE SOCIAL EQUITY GROUP, INC.?
THE SOCIAL EQUITY GROUP, INC. has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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