Aimz Investment Advisors LLC
● SEC registered since 2011CRD 155810SEC# 801-72721Los Altos, CA
Reg. AUM
$584.8M
Employees
2
Accounts
562
Location
Los Altos, CA
Aimz Investment Advisors LLC assets under management
Aimz Investment Advisors LLC operates as an SEC-registered investment adviser based in Los Altos, CA. The firm has been registered since 2011. It reports $584.8 million in regulatory assets under management and employs 2 people.
Aimz Investment Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Gideon Riley Control | Managing Member/Chief Compliance Officer | 50-75% | 2011 |
| Stuart Edwin Friedman Control | Managing Member | 50-75% | 2011 |
Frequently asked questions
How much does Aimz Investment Advisors LLC manage?
Aimz Investment Advisors LLC reports $584.8 million in regulatory assets under management on its Form ADV.
How many employees does Aimz Investment Advisors LLC have?
Aimz Investment Advisors LLC reports 2 employees.
Where is Aimz Investment Advisors LLC located?
Aimz Investment Advisors LLC is based in Los Altos, CA and has been SEC-registered since 2011.
Does Aimz Investment Advisors LLC disclose fund performance?
Aimz Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4984 el Camino Real, Suite 101, Los Altos, CA 94022 |
| Phone | 650-988-1088 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1630365 |
| Discloses disciplinary history | No |
Regulatory AUM
$584.8M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$584.8Mregulatory AUM
Discretionary $582.9MNon-discretionary $1.9M