FRIEDLANDER, BRENDA S
Legal name: SPECTRUM FINANCIAL MANAGEMENT
CRD #127746 SEC #801-62255 SAN RAFAEL, CA 415-472-7300
SEC Registered
Total AUM
$256M
Discretionary
$249.3M
Employees
4
Clients
10
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $256M | $249.3M | $6.7M | 4 | 0 |
| Mar 2025 | $256M | $249.3M | $6.7M | 4 | 0 |
| Mar 2024 | $227.9M | $222.6M | $5.3M | 4 | 0 |
| Mar 2023 | $185.9M | $180.3M | $5.7M | 4 | 0 |
| Mar 2022 | $211.9M | $204.8M | $7M | 3 | 0 |
| Mar 2021 | $186.7M | $179.9M | $6.7M | 2 | 0 |
| Jun 2020 | $167.2M | $161.4M | $5.8M | 2 | 0 |
| Mar 2020 | $167.2M | $161.4M | $5.8M | 2 | 0 |
| Mar 2019 | $140.3M | $135.3M | $5M | 2 | 0 |
| Mar 2018 | $146.7M | $141.2M | $5.5M | 2 | 0 |
| Mar 2017 | $127.4M | $122.5M | $4.8M | 2 | 100 |
| Mar 2016 | $116.5M | $112.1M | $4.4M | 2 | 100 |
| Mar 2015 | $119.7M | $115.1M | $4.6M | 2 | 130 |
| Mar 2014 | $112M | $107.5M | $4.5M | 2 | 125 |
| May 2013 | $99M | $95.2M | $3.8M | 2 | 125 |
| Mar 2013 | $99M | $95.2M | $3.8M | 2 | 125 |
| Mar 2012 | $92.4M | $88.7M | $3.7M | 1 | 125 |
| Mar 2011 | $79.9M | $76.5M | $3.4M | 5 | -- |
| Mar 2009 | $57.5M | $55.6M | $1.9M | 5 | -- |
| Mar 2008 | $73.5M | $70.1M | $3.4M | 5 | -- |
| Mar 2007 | $63.9M | $61.4M | $2.5M | 5 | -- |
| Sep 2005 | $48.3M | $47.8M | $516.7K | 5 | -- |
| Jun 2004 | $35.6M | $35.1M | $525.7K | 5 | -- |
DateApr 2025
Total AUM$256M
Discretionary$249.3M
Non-Disc.$6.7M
Employees4
Clients0
DateMar 2025
Total AUM$256M
Discretionary$249.3M
Non-Disc.$6.7M
Employees4
Clients0
DateMar 2024
Total AUM$227.9M
Discretionary$222.6M
Non-Disc.$5.3M
Employees4
Clients0
DateMar 2023
Total AUM$185.9M
Discretionary$180.3M
Non-Disc.$5.7M
Employees4
Clients0
DateMar 2022
Total AUM$211.9M
Discretionary$204.8M
Non-Disc.$7M
Employees3
Clients0
DateMar 2021
Total AUM$186.7M
Discretionary$179.9M
Non-Disc.$6.7M
Employees2
Clients0
DateJun 2020
Total AUM$167.2M
Discretionary$161.4M
Non-Disc.$5.8M
Employees2
Clients0
DateMar 2020
Total AUM$167.2M
Discretionary$161.4M
Non-Disc.$5.8M
Employees2
Clients0
DateMar 2019
Total AUM$140.3M
Discretionary$135.3M
Non-Disc.$5M
Employees2
Clients0
DateMar 2018
Total AUM$146.7M
Discretionary$141.2M
Non-Disc.$5.5M
Employees2
Clients0
DateMar 2017
Total AUM$127.4M
Discretionary$122.5M
Non-Disc.$4.8M
Employees2
Clients100
DateMar 2016
Total AUM$116.5M
Discretionary$112.1M
Non-Disc.$4.4M
Employees2
Clients100
DateMar 2015
Total AUM$119.7M
Discretionary$115.1M
Non-Disc.$4.6M
Employees2
Clients130
DateMar 2014
Total AUM$112M
Discretionary$107.5M
Non-Disc.$4.5M
Employees2
Clients125
DateMay 2013
Total AUM$99M
Discretionary$95.2M
Non-Disc.$3.8M
Employees2
Clients125
DateMar 2013
Total AUM$99M
Discretionary$95.2M
Non-Disc.$3.8M
Employees2
Clients125
DateMar 2012
Total AUM$92.4M
Discretionary$88.7M
Non-Disc.$3.7M
Employees1
Clients125
DateMar 2011
Total AUM$79.9M
Discretionary$76.5M
Non-Disc.$3.4M
Employees5
Clients--
DateMar 2009
Total AUM$57.5M
Discretionary$55.6M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2008
Total AUM$73.5M
Discretionary$70.1M
Non-Disc.$3.4M
Employees5
Clients--
DateMar 2007
Total AUM$63.9M
Discretionary$61.4M
Non-Disc.$2.5M
Employees5
Clients--
DateSep 2005
Total AUM$48.3M
Discretionary$47.8M
Non-Disc.$516.7K
Employees5
Clients--
DateJun 2004
Total AUM$35.6M
Discretionary$35.1M
Non-Disc.$525.7K
Employees5
Clients--