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Building 2FRIDAY FINANCIAL

Map pinDUBUQUE, IA
Phone(563) 552-7526
NotebookSEC #801-129486
Total AUM
$409.3M
Employees
9
Clients
289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 STAR BREWERY DRIVE
SUITE 400
DUBUQUE
IA 52001
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(563) 552-7526

ReceiptFinancials

Total AUM
$409.3M
Accounts
829
Discretionary
$408.7M
Accounts
827
Non-Discretionary
$619.3K
Accounts
2

ContactClients

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Individual Clients
191
AUM
$59.3M
HNW Individual Clients
88
AUM
$333.3M
Charitable Organization Clients
3
AUM
$3.9M
Corporation or Business Clients
7
AUM
$12.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILLAMOTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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