William
Freudenrich
Capital Advisors, Inc
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About this Advisor
William Freudenrich is a financial advisor who works in Tulsa, Oklahoma with a total of 1 year of relevant experience. Freudenrich works at Capital Advisors, Inc. During their career, the advisor has held roles at Oklahoma State University, University Of Texas, Pricewaterhousecoopers, Williams Companies and Capital Advisors, Inc. Freudenrich has a Series 65 license, designating them as an investment advisor representative, and can work in Oklahoma and Texas. Capital Advisors, Inc is a financial advisory firm based in Tulsa, OK. It has offices in 10 locations and a total of 59 advisors. It has $4 billion in total assets between its 2,625 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 15 charitable organizations. Of its 2,625 customer accounts, 43% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. A financial advisor's fees depend on which services the firm provides the client. Fees charged by Capital Advisors, Inc may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Advisors, Inc Brokerage Details
$4,258,161,897
59
2,625
$1,622,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
William Freudenrich Work History
William has been registered as a financial advisor for 1 years.*
Capital Advisors, Inc
Williams Companies
Pricewaterhousecoopers
University Of Texas
Oklahoma State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Freudenrich 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 Capital Advisors, Inc
Tulsa, OK
Frisco, TX
Tulsa, OK
Frisco, TX
Frisco, TX
Tulsa, OK
Tulsa, OK
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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