Aimz Investment Advisors provides portfolio management for individuals and small businesses, estate planning, financial planning, and insurance.
Aimz Investment Advisors reports 221 clients. They include 122 high-net-worth individuals, 86 individual clients, and 13 pension and profit-sharing plans. Of its assets, 99.7% ($583M across 561 accounts) are managed with discretion; $1.91M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 7% |
| High-net-worth individuals | 55% | 88% |
| Pension and profit-sharing plans | 6% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 86 | $42.6M | 7.3% | $496K |
| High-net-worth individuals | 122 | $515M | 88.0% | $4.22M |
| Pension and profit-sharing plans | 13 | $27.3M | 4.7% | $2.1M |
| Total | 221 | $585M | 100% | $2.65M |
- Clients
- 86
- Regulatory AUM
- $42.6M
- AUM share
- 7.3%
- Avg. per client
- $496K
- Clients
- 122
- Regulatory AUM
- $515M
- AUM share
- 88.0%
- Avg. per client
- $4.22M
- Clients
- 13
- Regulatory AUM
- $27.3M
- AUM share
- 4.7%
- Avg. per client
- $2.1M
Total
- Clients
- 221
- Regulatory AUM
- $585M
- AUM share
- 100%
- Avg. per client
- $2.65M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Aimz Investment Advisors charges 0.40%–1.00% a year for its Investment supervisory services. The fee is billed in advance and is negotiable.
Fee details and sources
Stuart Friedman owns 50% to 75% of Aimz Investment Advisors. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Aimz Investment Advisors LLC
Stuart Friedman
Control person · since February 2011
- Owns 50% to 75% of Aimz Investment Advisors LLC
Jonathan Riley
Control person · since February 2011
Aimz Investment Advisors’ regulatory assets grew from $402M (March 2021) to $585M (March 2026); clients rose from 199 to 221 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $585M | 221 | 2 | 1 |
| Mar 2025March 2025 | $505M | 210 | 2 | 1 |
| Mar 2024March 2024 | $453M | 213 | 2 | 1 |
| Mar 2023March 2023 | $407M | 224 | 2 | 1 |
| Mar 2022March 2022 | $462M | 204 | 2 | 1 |
| Mar 2021March 2021 | $402M | 199 | 2 | 1 |
Besides its headquarters, Aimz Investment Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 4984 El Camino Real, Suite 101, Los AltosHQ
Contact and registration details
- Legal name
- Aimz Investment Advisors LLC
- Headquarters
- 4984 El Camino Real, Suite 101, Los Altos, CA 94022
- Website
- rfasset.com
- Phone
- 650-988-1088
- SEC file
- 801-72721
- Founded
- 2010
- Structure
- California LLC
- Fiscal year end
- December
Aimz Investment Advisors’ named custodians for separately managed accounts are Charles Schwab ($453M, 77%), Fidelity ($131M, 22%) and Vanguard Group ($1.05M, 0%). Aimz Investment Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $131M22%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $453M77%
- Vanguard GroupVanguard Group · Malvern, PA · $1.05M0%
At year end, Aimz Investment Advisors’ separately managed accounts were mostly in stocks (59%) and bonds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $363M across 153 positions; the largest are Apple Inc. (7.1%), Alphabet Inc. (4.1%) and Meta Platforms Inc. (3.9%).
What the accounts hold
- Stocks59%
- Exchange-traded equities58%
- Non-exchange-traded equities1%
- Funds7%
- Bonds21%
- State and local bonds15%
- Investment grade corporate bonds5%
- High-yield corporate bonds1%
- Cash13%
How many clients does Aimz Investment Advisors have?
Aimz Investment Advisors has 221 clients and manages $585 million for them, as of March 2026. They include 122 high-net-worth individuals, 86 individual clients, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Aimz Investment Advisors offer?
Aimz Investment Advisors provides portfolio management for individuals and small businesses, estate planning, financial planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Aimz Investment Advisors charge?
Aimz Investment Advisors charges 0.40%–1.00% a year for its Investment supervisory services. The fee is billed in advance and is negotiable.
Source: ADV FORM 2A, filed 23 March 2026
Which custodians does Aimz Investment Advisors use?
Aimz Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $453M, Fidelity Brokerage Services LLC (Smithfield, RI), with $131M and Vanguard Group (Malvern, PA), with $1.05M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Aimz Investment Advisors have?
Aimz Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aimz Investment Advisors invest in?
At the end of its last fiscal year, Aimz Investment Advisors’ separately managed accounts held 58% exchange-traded equities, 15% state and local bonds, 13% cash and equivalents, 7% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds, 1% non-exchange-traded equities and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aimz Investment Advisors?
Aimz Investment Advisors’ direct owners are Stuart Friedman (50% to 75%) and Jonathan Riley (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Aimz Investment Advisors get paid?
Aimz Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aimz Investment Advisors?
Aimz Investment Advisors’ main office is at 4984 El Camino Real, Suite 101, Los Altos, CA 94022. Its phone number is 650-988-1088. Its website is rfasset.com.