Friedlander & Co Inc (Milwaukee)

Friedlander & Co Inc is a large advisory firm based in Milwaukee. It manages $340.72 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Wisconsin.

Friedlander & provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Friedlander &: assets under management

The assets under management (AUM) of Friedlander & Co Inc is $340.72 million. The firm's AUM has grown by 174% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.78 million in discretionary accounts and $328.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.83 million.

Investments

The firm invests in exchange traded securities the most. They account for 62% of the total AUM. The second-largest asset type is government bonds, which make up 29% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Friedlander & Co Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Friedlander & serves?

The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of Friedlander & is high net worth individuals with 25 clients and $305.71 million of assets under management. Among the 11 most similar advisory firms, Friedlander & has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $340.72 million for 30 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Friedlander & doesn't advise any private funds.

Careers at Friedlander & Co Inc

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Theodore Friedlander	President, chief compliance officer	1 Dec 1981	75% - 100%	814615
Louise French Friedlander	Vice-president	1 Dec 1981	Other	4347496

Based in Milwaukee

The principal office where Friedlander & Co Inc performs its advisory services is located at 322 E. Michigan Street Ste. 250, Milwaukee, WI 53202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-273-0308 or by fax 414-273-3329. The normal business hours are 8:30-4:30 on Monday - Friday.