Friedlander & Co provides portfolio management for individuals and small businesses.
Friedlander & Co reports 31 clients. They include 26 high-net-worth individuals and 5 charitable organizations. Of its assets, 2.9% ($16.6M across 8 accounts) are managed with discretion; $548M across 56 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 84% | 91% |
| Charitable organizations | 16% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 26 | $514M | 91.0% | $19.8M |
| Charitable organizations | 5 | $50.7M | 9.0% | $10.1M |
| Total | 31 | $565M | 100% | $18.2M |
- Clients
- 26
- Regulatory AUM
- $514M
- AUM share
- 91.0%
- Avg. per client
- $19.8M
- Clients
- 5
- Regulatory AUM
- $50.7M
- AUM share
- 9.0%
- Avg. per client
- $10.1M
Total
- Clients
- 31
- Regulatory AUM
- $565M
- AUM share
- 100%
- Avg. per client
- $18.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
Friedlander & Co charges 0.50%–0.90% a year for its Usual fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 0.90% |
| $250K–$500K | 0.75% |
| $500K and above | 0.50% |
Fee details and sources
Theodore Friedlander owns 75% or more of Friedlander & Co. The leadership team of Friedlander & Co includes President Theodore Friedlander. It has 1 employee.
Leadership
- Theodore FriedlanderPresident, Chief Compliance Officer
- Louise FriedlanderVice-President
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Friedlander & Co Inc
Theodore Friedlander
Control person · since December 1981
Friedlander & Co’s regulatory assets grew 1.5× from $375M (February 2021) to $565M (February 2026); clients rose from 29 to 31 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $565M | 31 | 1 | 1 |
| February 2025 | $503M | 30 | 1 | 1 |
| February 2024 | $453M | 30 | 1 | 1 |
| March 2023 | $403M | 29 | 1 | 1 |
| February 2022 | $443M | 29 | 1 | 1 |
| February 2021 | $375M | 29 | 1 | 1 |
Besides its headquarters, Friedlander & Co has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 322 E. Michigan Street Ste. 250, MilwaukeeHQ
Contact and registration details
- Legal name
- Friedlander & Co Inc
- Headquarters
- 322 E. Michigan Street Ste. 250, Milwaukee, WI 53202
- Website
- Not reported
- Phone
- 414-273-0308
- SEC file
- 801-16821
- Structure
- Wisconsin corporation
- Fiscal year end
- December
Friedlander & Co uses Robert W. Baird & Co. ($525M, 93%) and RBC Capital Markets ($40.2M, 7%) as custodians for its separately managed accounts. Friedlander & Co does not have custody of client assets.
- Robert W. Baird & Co.Robert W. Baird & Co. Incorporated · Milwaukee, WI · $525M93%
- RBC Capital MarketsRBC Capital Markets, LLC · Minneapolis, MN · $40.2M7%
At year end, Friedlander & Co’s separately managed accounts were mostly in stocks (73%) and bonds (17%).
What the accounts hold
- Stocks73%
- Bonds17%
- U.S. government and agency bonds16%
- State and local bonds1%
- Cash10%
How many clients does Friedlander & Co have?
Friedlander & Co has 31 clients and manages $565 million for them, as of February 2026. They include 26 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Friedlander & Co offer?
Friedlander & Co provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Friedlander & Co charge?
Friedlander & Co charges 0.50%–0.90% a year for its Usual fee schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A 2-20-65 V 16.0, filed 20 February 2026
Which custodians does Friedlander & Co use?
Friedlander & Co’s separately managed account assets are held at Robert W. Baird & Co. Incorporated (Milwaukee, WI), with $525M and RBC Capital Markets, LLC (Minneapolis, MN), with $40.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Friedlander & Co have?
Friedlander & Co has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Friedlander & Co invest in?
At the end of its last fiscal year, Friedlander & Co’s separately managed accounts held 73% exchange-traded equities, 16% U.S. government and agency bonds, 10% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Friedlander & Co?
Friedlander & Co’s direct owner is Theodore Friedlander (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Friedlander & Co get paid?
Friedlander & Co is paid through a percentage of assets under management and fixed fees. 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
Is Friedlander & Co registered with the SEC?
Yes, Friedlander & Co has been registered with the SEC as an investment adviser since 12 February 1982. Its CRD number is 105150 and its SEC file number is 801-16821.
Source: Form ADV Part 1A, Item 1, filed 20 February 2026; IAPD firm record
How do I contact Friedlander & Co?
Friedlander & Co’s main office is at 322 E. Michigan Street Ste. 250, Milwaukee, WI 53202. Its phone number is 414-273-0308.