# Frey Financial

Frey Financial is a RIA based in Urbana, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Urbana, United States
- **Region:** North America
- **Address:** Kennett Square, PA, United States
- **Assets under management:** Undisclosed
- **Website:** freyfinancial.com

## Regulatory record

- **CRD number:** 123538
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123538

## About

Frey Financial provides expert assistance in life insurance, annuities, disability and long term care insurance, personal and business financial advice, estate and financial planning, investments, and retirement accounts. The firm is dedicated to providing total quality service for clients' insurance needs and personal and professional service to help clients understand their risk exposures. They manage and coordinate long-term plans and build lasting relationships with individuals and businesses, aiming to be clients' Agent for Life.

## Questions

### Where is Frey Financial located and does it have satellite offices?

Frey Financial is based in Kennett Square, Pennsylvania, a borough in Chester County known for its equestrian culture and proximity to legacy DuPont family wealth. No additional offices have been reported. The location — outside major financial centers — reinforces the office's profile as a privately run family vehicle closely tied to the geography of the underlying operating business, Frey-Moss Structures.

## Related profiles

- [KENORA FINANCIAL](https://altss.com/profile/kenora-financial-llc)
- [Graham & Co. Advisory](https://altss.com/profile/graham-and-co-advisory-inc)

---

Last updated: 2026-08-11T15:06:49.768Z

Canonical page: https://altss.com/profile/frey-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology