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Building 2FRIEDMAN & ASSOCIATES

Map pinNOVATO, CA
Phone415-493-5900
NotebookSEC #801-38447
Total AUM
$193.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1744 NOVATO BLVD.
SUITE 200
NOVATO
CA 94947
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-493-5900

ReceiptFinancials

Total AUM
$193.1M
Accounts
471
Discretionary
$163.5M
Accounts
375
Non-Discretionary
$29.6M
Accounts
96

ContactClients

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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