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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT/CCO | E | Control |
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT | E | Control |
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT | E | Control |
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT | E | Control |
| FRIEDMAN, GREGORY, HUGH | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Feb 6, 2007 REGISTERED
Notice Filings (1)
CA
Address
1744 NOVATO BLVD.SUITE 200
NOVATO, CA 94947
USA
Phone: 415-493-5900