Investment adviser · CRD 155810
RILEY FRIEDMAN ASSET MANAGEMENT
Investment adviser filing (IA)
AIMZ INVESTMENT ADVISORS LLC
LOS ALTOS, CA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $585M Form ADV · Item 5.F
- Client accounts
- 562 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 122 | $514,877,389 | 88.0% |
| Individuals | 86 | $42,632,058 | 7.3% |
| Retirement plans | 13 | $27,289,989 | 4.7% |
Filing source
Form ADV 2075638 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 23, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
4984 EL CAMINO REAL, SUITE 101LOS ALTOS, CA, 94022, United States
CRD 155810
Filing source
Form ADV 2075638 · Mar 23, 2026 · 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.