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RILEY FRIEDMAN ASSET MANAGEMENT

AIMZ INVESTMENT ADVISORS LLC

CRD 155810 · SEC 801-72721

Visit website

4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA, 94022, United States

Phone

650-988-1088

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$584.8M

Discretionary AUM

$582.9M

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals86$42.6M
High net worth individuals122$514.9M
Pension/profit sharing plans13$27.3M

States served

CA, NV, TX

All web addresses on file

Official SEC filing: View on IAPD