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Friedlander, Brenda S

● SEC registered since 2003CRD 127746SEC# 801-62255San Rafael, CA
Export (members)
Reg. AUM
$278.1M
Employees
4
Accounts
150
Location
San Rafael, CA

Friedlander, Brenda S assets under management

Friedlander, Brenda S operates as an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2003. It reports $278.1 million in regulatory assets under management and employs 4 people.

Friedlander, Brenda S owners & executives

1 reported
NameTitleOwnershipSince
Brenda Sue Friedlander ControlChief Compliance Officer/OwnerOver 75%2003

Frequently asked questions

How much does Friedlander, Brenda S manage?

Friedlander, Brenda S reports $278.1 million in regulatory assets under management on its Form ADV.

How many employees does Friedlander, Brenda S have?

Friedlander, Brenda S reports 4 employees.

Where is Friedlander, Brenda S located?

Friedlander, Brenda S is based in San Rafael, CA and has been SEC-registered since 2003.

Does Friedlander, Brenda S disclose fund performance?

Friedlander, Brenda S is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address899 Northgate Drive, Suite 305, San Rafael, CA 94903
Phone415-472-7300
Fax415-472-7357
Office hours8:30 - 5:00
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$278.1M▲ 9%
Mar '25 — $256MApr '25 — $256MMay '25 — $256MJun '25 — $256MJul '25 — $256MAug '25 — $256MSep '25 — $256MOct '25 — $256MNov '25 — $256MDec '25 — $256MJan '26 — $256MFeb '26 — $256MMar '26 — $278.1MApr '26 — $278.1MMay '26 — $278.1MJun '26 — $278.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$278.1Mregulatory AUM
Discretionary $271MNon-discretionary $7.1M