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Matan Friedman

GENERATE CAPITAL ADVISORS, PB LLC·SAN FRANCISCO, California
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560 DAVIS STREET, SAN FRANCISCO, CA 94111CRD# 7795691Firm CRD# 318680
01

About

Matan Friedman is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GENERATE CAPITAL ADVISORS, PB LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GENERATE CAPITAL ADVISORS, PB LLC
GENERATE CAPITAL ADVISORS, PB LLC
AUM
$100M
Regulatory assets under management
Employees
230
Total firm employees
View all advisors at GENERATE CAPITAL ADVISORS, PB LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7795691
Firm CRD# 318680
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matan Friedman offer?
Matan Friedman specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Matan Friedman's credentials?
Matan Friedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matan Friedman located?
Matan Friedman is based in SAN FRANCISCO, California, working with GENERATE CAPITAL ADVISORS, PB LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Matan Friedman charge for services?
Matan Friedman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENERATE CAPITAL ADVISORS, PB LLC?
GENERATE CAPITAL ADVISORS, PB LLC has approximately 230 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian Douglas Lehman
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Darryl Jude Carbonaro
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Kristine Elisabeth Janhunen
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Nancy Huang Tsang
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Research
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