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RILEY FRIEDMAN ASSET MANAGEMENT
Legal name: AIMZ INVESTMENT ADVISORS LLC
CRD 155810File 801-72721
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$584.8M
Above cohort median (national)
Discretionary AUM
$582.9M
Non-discretionary $1.9M
Clients
221
562 accounts
Employees
2
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 19, 2011
- Principal office
- 4984 EL CAMINO REAL, SUITE 101, LOS ALTOS, CA, 94022
- Phone
- 650-988-1088
- Website
- HTTP://RFASSET.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $584.8M
- Discretionary AUM
- $582.9M
- Non-discretionary AUM
- $1.9M
- Discretionary accounts
- 561
- Non-discretionary accounts
- 1
- Total accounts
- 562
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $514.9M |
| Pension and profit sharing plans | 13 | $27.3M |
| Individuals (other than high net worth individuals) | 86 | $42.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.