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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Friday Financial Inc
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|---|---|
| CRD # | 329748 |
| SEC # | 801-129486 |
| CIK # | 0002048792 |
| AUM | $210.5 M (2025-07-08) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 563-552-7526 |
| Address | 600 Star Brewery Drive Dubuque, IA 52001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| UMB Financial Corp | 2.6 | ||
| Tesla Motors Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 36.4 |
| (b) Individuals (high net worth individuals) | 52 | 163.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 210.5 |
| By Discretionary | ||
| Discretionary | 524 | 210.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 524 | 210.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.5 | |
| Total | 524 | 210.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002048792] |
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