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| Keyboard |
| Friedlander Brenda S
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|---|---|
| CRD # | 127746 |
| SEC # | 801-62255 |
| CIK # | |
| AUM | 278.1 M (2026-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 57 | 29.4 |
| (b) Individuals (high net worth individuals) | 93 | 248.6 |
| (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 | 278.1 |
| By Discretionary | ||
| Discretionary | 146 | 271.0 |
| Non-Discretionary | 4 | 7.1 |
| Total | 150 | 278.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.1 | |
| Total | 150 | 278.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pathworks Financial Inc
✚
|
MI | 279.3 M |
|
Wells Financial Advisors Inc
✚
|
MA | 279.3 M |
|
DWM Financial Group Inc
✚
|
IL | 279.2 M |
|
Holistic Wealth Advisors
✚
|
NY | 278.7 M |
|
Wealth Advisors Group LLC
✚
|
IA | 278.5 M |
|
International Money Matters Private Limited
✚
|
278.3 M | |
|
Citadel Investment Advisory Inc
✚
|
278.3 M | |
|
Harbor Island Capital LLC
✚
|
MA | 277.6 M |
|
Dominion Portfolio Management Inc
✚
|
TX | 277.1 M |
|
Wilmington Capital Securities LLC
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|
NY | 277.1 M |