Friedman Putter & Co (Bellevue)

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.

Friedman Putter &: assets under management

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 firm manages $2.88 million in discretionary accounts and $55.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $479.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $755.54 thousand.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Friedman Putter & Co

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jay R. Friedman	President	1 Apr 1990	50% - 75%	4376701
Susan Naomi Friedman	Director	1 Apr 1990	Other	4377695
Sinai Lawrence Putter	Vice pres, sec., treas.	1 Apr 1990	25% - 50%	1012110
Sinai Lawrence Putter	Chief executive officer & chief compliance officer	1 Apr 2005	75% - 100%	1012110

Based in Bellevue

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.