Ryan
Freberg

Focused Alpha, LLC

CRD#5990091
Investment Advisor
in Phoenix, AZ

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About this Advisor

Ryan Freberg is a financial advisor based in Phoenix, Arizona, working with Focused Alpha, LLC. Ryan has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, UBS Financial Services Inc, and Focused Alpha, LLC. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Ryan is part of Focused Alpha, LLC, which operates out of Phoenix, Arizona. The firm has 1 office and 4 employees. The firm manages assets totaling $306.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Focused Alpha, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2390 E Camelback Rd Suite 130
Phoenix, AZ 85016

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Focused Alpha, LLC Brokerage Details

Total Assets Under Management

$306,767,401

AZ Average: $2,349,664,866
Total Number of Employees

4

AZ Average: 28
Total Number of Accounts

816

AZ Average: 1,101
Average Account Size

$375,940

AZ Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ryan Freberg Work History

2024 - Present (1 year)

Focused Alpha, LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2024 (9 years)

Ubs Financial Services Inc

2012 - 2015 (3 years)

Morgan Stanley

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Disclosures

Please visit the SEC profile of Ryan Freberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Focused Alpha, LLC

Robert Straus
Denver, CO
Daniel Barotz
Denver, CO
Ryan Freberg
Phoenix, AZ
Joseph Demichele
Denver, CO
Mary Flaherty
Denver, CO
Kevin Goldin
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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