RILEY FRIEDMAN ASSET MANAGEMENT

4984 El Camino Real, Suite 101
Los Altos, California 94022
Tel: 650-988-1088

About RILEY FRIEDMAN ASSET MANAGEMENT

RILEY FRIEDMAN ASSET MANAGEMENT, formally registered with the SEC as RILEY FRIEDMAN ASSET MANAGEMENT. The firm was established in 09/19/2011. They have over 1 offices throughout the country.

RILEY FRIEDMAN ASSET MANAGEMENT is a Los Altos, California based Financial Planning firm with nearly $453,285,061 assets under management, offering retirement planning & investment advisory services to 531 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155810
SEC#	801-72721
Assets Managed by Firm	$453,285,061
No. of Clients	531
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	531	$453,285,061
Individuals (other than high net worth individuals)	84	$40,956,460
High net worth individuals	113	$385,136,733
Pension and profit sharing plans	16	$27,191,868

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