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FRIDAY FINANCIAL
FRIDAY FINANCIAL, INC.
CRD 329748 · SEC 801-129486
600 STAR BREWERY DRIVE, SUITE 400, DUBUQUE, IA, 52001, United States
Phone
(563) 552-7526
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.3M
Discretionary AUM
$408.7M
Team
9 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $59.3M |
| High net worth individuals | 88 | $333.3M |
| Charitable organizations | 3 | $3.9M |
| Corporations/business entities | 7 | $12.7M |
States served
IL, IA, LA, WI, MO, TX
All web addresses on file
Official SEC filing: View on IAPD