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RILEY FRIEDMAN ASSET MANAGEMENT
AIMZ INVESTMENT ADVISORS LLC
CRD 155810 · SEC 801-72721
4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA, 94022, United States
Phone
650-988-1088
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $42.6M |
| High net worth individuals | 122 | $514.9M |
| Pension/profit sharing plans | 13 | $27.3M |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD