FRIEDLANDER & CO INC

Adviser information for FRIEDLANDER & CO INC last updated from Form ADV on February 15th, 2024. 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	Wisconsin, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	6	$10.7M
Non-Discretionary	66	$442.3M
Total	72	$453.0M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	26	$410.4M
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	4	$42.6M
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	2
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-16821
SEC ERA File Number	801-16821
SEC CIK Numbers	None
SEC CRD Numbers	105150
Legal Entity Identifier	None

Principal Office

322 E. MICHIGAN STREET STE. 250
MILWAUKEE
WI
United States

Monday - Friday, 8:30-4:30

Tel: 414-273-0308, Fax: 414-273-3329

Chief Compliance Officer

THEODORE FRIEDLANDER III

PRESIDENT

322 E. MICHIGAN ST

MILWAUKEE

United States

Tel: 414-273-0308

Fax: 414-273-3329

F******@************T

(Full email address available in API data)

Regulatory Contact

FRIEDLANDER III, THEODORE