WEALTH MANAGEMENT ADVISORS, INC.
Legal name: FRIEDMAN & ASSOCIATES
CRD #106194 SEC #801-38447 NOVATO, CA 415-493-5900
SEC Registered
Total AUM
$217.2M
Discretionary
$93.6M
Employees
10
Clients
51
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $193.1M | $163.5M | $29.6M | 10 | -- |
| Mar 2008 | $234.3M | $196.5M | $37.8M | 10 | -- |
| Sep 2007 | $217.2M | $93.6M | $123.6M | 10 | -- |
| Feb 2007 | $217.2M | $93.6M | $123.6M | 10 | -- |
| Mar 2006 | $185.8M | $0 | $185.8M | 10 | -- |
| Oct 2003 | $105.9M | $0 | $105.9M | 5 | -- |
| Oct 2003 | $105.9M | $0 | $105.9M | 5 | -- |
| May 2002 | $96.4M | $0 | $96.4M | 5 | -- |
| Mar 2002 | $96.4M | $0 | $96.4M | 5 | -- |
DateMar 2009
Total AUM$193.1M
Discretionary$163.5M
Non-Disc.$29.6M
Employees10
Clients--
DateMar 2008
Total AUM$234.3M
Discretionary$196.5M
Non-Disc.$37.8M
Employees10
Clients--
DateSep 2007
Total AUM$217.2M
Discretionary$93.6M
Non-Disc.$123.6M
Employees10
Clients--
DateFeb 2007
Total AUM$217.2M
Discretionary$93.6M
Non-Disc.$123.6M
Employees10
Clients--
DateMar 2006
Total AUM$185.8M
Discretionary$0
Non-Disc.$185.8M
Employees10
Clients--
DateOct 2003
Total AUM$105.9M
Discretionary$0
Non-Disc.$105.9M
Employees5
Clients--
DateOct 2003
Total AUM$105.9M
Discretionary$0
Non-Disc.$105.9M
Employees5
Clients--
DateMay 2002
Total AUM$96.4M
Discretionary$0
Non-Disc.$96.4M
Employees5
Clients--
DateMar 2002
Total AUM$96.4M
Discretionary$0
Non-Disc.$96.4M
Employees5
Clients--