Friedman Putter & Co is an adviser based in Bellevue. It manages $58.79 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.
Friedman Putter & provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Friedman Putter & Co is $58.79 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Friedman Putter & Co for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jay R. Friedman has been acting as President since 1 Apr 1990. Sinai Lawrence Putter joined the executive team most recently as the Chief Executive Officer & Chief Compliance Officer.
The principal office where Friedman Putter & Co performs its advisory services is located at 12826 S.E. 40 Th Lane, Ste 204, Bellevue, WA 98006 4276, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-401-7220 or by fax 425-401-7225. The normal business hours are 8:00am - 5:00pm on Monday - Friday.