Friday Financial, Inc.
● SEC registered since 2024CRD 329748SEC# 801-129486Dubuque, IA
Reg. AUM
$409.3M
Employees
9
Accounts
829
Location
Dubuque, IA
Friday Financial, Inc. assets under management
Friday Financial, Inc. is an SEC-registered investment adviser based in Dubuque, IA. The firm has been registered since 2024. It reports $409.3 million in regulatory assets under management and employs 9 people.
Friday Financial, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Griffin Control | Wealth Manager, Co-Founder, Chief Compliance Officer | 25-50% | 2024 |
| Nicholas Bert Heiar Control | Wealth Manager, Co-Founder | 25-50% | 2024 |
| Ryan Edward Burbach Control | Chief Executive Officer, Co-Founder | 25-50% | 2024 |
Frequently asked questions
How much does Friday Financial, Inc. manage?
Friday Financial, Inc. reports $409.3 million in regulatory assets under management on its Form ADV.
How many employees does Friday Financial, Inc. have?
Friday Financial, Inc. reports 9 employees.
Where is Friday Financial, Inc. located?
Friday Financial, Inc. is based in Dubuque, IA and has been SEC-registered since 2024.
Does Friday Financial, Inc. disclose fund performance?
Friday Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Star Brewery Drive, Suite 400, Dubuque, IA 52001 |
| Phone | (563) 552-7526 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$409.3M▲ 94%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$409.3Mregulatory AUM
Discretionary $408.7MNon-discretionary $619K