AdvisorOS Directory
Claim Profile
BF

Brenda Sue Friedlander

FRIEDLANDER, BRENDA S·SAN RAFAEL, California
Unclaimed Profile
899 NORTHGATE DRIVE, SAN RAFAEL, CA 94903CRD# 2351292Firm CRD# 127746
01

About

Brenda Sue Friedlander is a registered financial advisor based in SAN RAFAEL, California, affiliated with FRIEDLANDER, BRENDA S. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FRIEDLANDER, BRENDA S
SPECTRUM FINANCIAL MANAGEMENT
AUM
$228M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FRIEDLANDER, BRENDA S →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2351292
Firm CRD# 127746
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAFAEL?

Browse all registered financial advisors in SAN RAFAEL, California or claim this profile if it's yours.

Browse SAN RAFAEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brenda Sue Friedlander offer?
Brenda Sue Friedlander specializes in Financial Planning, Investment Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Brenda Sue Friedlander's credentials?
Brenda Sue Friedlander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brenda Sue Friedlander located?
Brenda Sue Friedlander is based in SAN RAFAEL, California, working with FRIEDLANDER, BRENDA S. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Brenda Sue Friedlander charge for services?
Brenda Sue Friedlander's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRIEDLANDER, BRENDA S?
FRIEDLANDER, BRENDA S has approximately 4 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN RAFAEL
Christopher Donald Charles — WULFF, HANSEN & CO.Benjamin (nmn) Stewart — STEWART WEALTH MANAGEMENT, INC.Kim B Tu — WULFF, HANSEN & CO.James Houston Williams — GLOBAL RETIREMENT PARTNERS LLCJennifer Lefcourt — FREESTYLE CAPITAL MANAGEMENT, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile