Unclaimed Profile

Stuart Edwin Friedman

AIMZ INVESTMENT ADVISORS LLC·LOS ALTOS, California

Series 65Clean record24 years registeredAIMZ INVESTMENT ADVISORS LLC

4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA 94022CRD# 4576711Firm CRD# 155810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stuart Edwin Friedman · LOS ALTOS, CA

Registration

CRD #4576711 · AIMZ INVESTMENT ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

RILEY FRIEDMAN ASSET MANAGEMENT

May 2011 – present

DENARIUS ADVISORS, LLC

Sep 2013 – Oct 2013

LOS ALTOS, CA

LEHRER MANAGEMENT CO INC

Aug 2002 – Jul 2011

CUPERTINO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 14, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AIMZ INVESTMENT ADVISORS LLC

CRD 155810 · SEC 801-72721

AUM

$453M

Regulatory assets under management

Employees

531 client accounts

Services offered by AIMZ INVESTMENT ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AIMZ INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Stuart Edwin Friedman offer?

Stuart Edwin Friedman specializes in Investment Management, Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.

What are Stuart Edwin Friedman's credentials?

Stuart Edwin Friedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stuart Edwin Friedman located?

Stuart Edwin Friedman 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 Stuart Edwin Friedman charge for services?

Stuart Edwin 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 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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