FINANCE FRIENDS

Adviser information for FINANCE FRIENDS last updated from Form ADV on March 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services REFERRALS TO RIAS
Compensation REFERRAL FEES FROM RIAS

Identifiers

SEC RIA File Number 801-120693
SEC ERA File Number 801-120693
SEC CIK Numbers None
SEC CRD Numbers 313009
Legal Entity Identifier None

Principal Office

18462 MT. STEWART CIRCLE
FOUNTAIN VALLEY
CA
United States
Monday - Friday, 8-8
Tel: (424) 262-8340, Fax: None

Chief Compliance Officer

LUKAS GEMEINHARDT
18462 MT. STEWART CIRCLE
FOUNTAIN VALLEY
CA
United States
Tel: (424) 262-8340
Fax: (206) 789-4499
(Full email address available in API data)

Regulatory Contact

LUKAS GEMEINHARDT
CEO
18462 MT. STEWART CIRCLE
FOUNTAIN VALLEY
CA
United States
Tel: (424) 262-8340
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Gemeinhardt, Lukas Individual CHIEF COMPLIANCE OFFICER 02/2021 50-75%

No. Employees, Historic

00020212022202320240 on 3/3/20210 on 3/22/20210 on 3/26/20210 on 3/7/20220 on 3/29/2023