Overview
Assets Under Management: $129 million
Headquarters: DUBUQUE, IA
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Frequently Asked Questions
FRIDAY FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329748), FRIDAY FINANCIAL, INC. is subject to fiduciary duty under federal law.
FRIDAY FINANCIAL, INC. is headquartered in DUBUQUE, IA.
FRIDAY FINANCIAL, INC. serves 52 high-net-worth clients according to their SEC filing dated August 05, 2024. View client details ↓
According to their SEC Form ADV, FRIDAY FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FRIDAY FINANCIAL, INC. manages $129 million in client assets according to their SEC filing dated August 05, 2024.
According to their SEC Form ADV, FRIDAY FINANCIAL, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 287
Discretionary Accounts: 287
Regulatory Filings
CRD Number: 329748
Last Filing Date: 2024-08-05 00:00:00
Website: https://fridayfi.com