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Mitchell Jay Friedman

SHARPE 4 CAPITAL, LLC·CORTE MADERA, California
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21 TAMAL VISTA BLVD, CORTE MADERA, CA 94925CRD# 4995932Firm CRD# 133627
01

About

Mitchell Jay Friedman is a registered financial advisor based in CORTE MADERA, California, affiliated with SHARPE 4 CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
SHARPE 4 CAPITAL, LLC
SHARPE 4 CAPITAL, LLC
AUM
$40M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SHARPE 4 CAPITAL, LLC →
Services
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4995932
Firm CRD# 133627
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mitchell Jay Friedman offer?
Mitchell Jay Friedman specializes in Fee-Only Advisory. Contact their office in CORTE MADERA, California for a consultation.
What are Mitchell Jay Friedman's credentials?
Mitchell Jay Friedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitchell Jay Friedman located?
Mitchell Jay Friedman is based in CORTE MADERA, California, working with SHARPE 4 CAPITAL, LLC. Their office serves clients in the CORTE MADERA metropolitan area and surrounding communities.
How does Mitchell Jay Friedman charge for services?
Mitchell Jay Friedman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHARPE 4 CAPITAL, LLC?
SHARPE 4 CAPITAL, LLC has approximately 2 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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