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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Friedlander Brenda S
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|---|---|
| CRD # | 127746 |
| SEC # | 801-62255 |
| CIK # | |
| AUM | $256.0 M (2025-04-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-472-7300 |
| Address | 899 Northgate Drive San Rafael, CA 94903 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 32.9 |
| (b) Individuals (high net worth individuals) | 87 | 223.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 150 | 256.0 |
| By Discretionary | ||
| Discretionary | 145 | 249.3 |
| Non-Discretionary | 5 | 6.7 |
| Total | 150 | 256.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.0 | |
| Total | 150 | 256.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meridian Financial LLC
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|
MA | 0.3 |
|
Clarus Wealth Advisors LLC
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|
AZ | 0.3 |
|
Avalon Advisory Group LLC
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|
PA | 0.3 |
|
Orion Capital Management LLC
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|
CA | 0.3 |
|
The H Group Washington Inc
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|
OR | 0.3 |
|
Summit Place Financial Advisors LLC
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|
NJ | 0.3 |
|
Firstmetric LLC
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|
MI | 0.3 |
|
Greenbridge Partners LLC
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|
FL | 0.3 |
|
Charter Research & Investment Group Inc
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|
CT | 0.3 |
|
Morton Wealth Advisors
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|
MA | 0.3 |