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Jonathan Gideon Riley

AIMZ INVESTMENT ADVISORS LLC·LOS ALTOS, California
Clean recordAIMZ INVESTMENT ADVISORS LLC
4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA 94022CRD# 2947957Firm CRD# 155810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Gideon Riley · LOS ALTOS, CA
Registration
CRD #2947957 · AIMZ INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Gideon Riley is a registered financial advisor based in LOS ALTOS, California, affiliated with AIMZ INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
AIMZ INVESTMENT ADVISORS LLC
RILEY FRIEDMAN ASSET MANAGEMENT
AUM
$453M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at AIMZ INVESTMENT ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2947957
Firm CRD# 155810
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Gideon Riley offer?
Jonathan Gideon Riley specializes in Investment Management, Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.
What are Jonathan Gideon Riley's credentials?
Jonathan Gideon Riley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Gideon Riley located?
Jonathan Gideon Riley is based in LOS ALTOS, California, working with AIMZ INVESTMENT ADVISORS LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Jonathan Gideon Riley charge for services?
Jonathan Gideon Riley'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 AIMZ INVESTMENT ADVISORS LLC?
AIMZ INVESTMENT ADVISORS LLC has approximately 2 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AIMZ INVESTMENT ADVISORS LLC

Stuart Edwin Friedman
LOS ALTOS, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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