Investment adviser · CRD 109774
FRIEDMAN PUTTER & CO
Investment adviser filing (IA)
BELLEVUE, WA, United States · Form ADV filed Mar 28, 2012
- Regulatory AUM
- $58.8M Form ADV · Item 5.F
- Client accounts
- 80 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
12826 S.E. 40TH LANE, STE 204BELLEVUE, WA, 98006-4276, United States
CRD 109774
Filing source
Form ADV 630864 · Mar 28, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.