MILWAUKEE, WICRD 105150Latest ADV February 20, 2026
Friedlander & Co Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated February 20, 2026, reports $565M in regulatory assets under management, 1 employee, and 64 accounts.
Assets Under Management
$565M
Employees
1
Offices
--
Total Clients
31
Primary office
MILWAUKEE, WI
322 E. MICHIGAN STREET STE. 250, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.9% of total clients.
Top client categories% of clientsClients
1
HNWI
83.9%
26
2
Charitable
16.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$565Mas of February 20, 2026
Discretionary2.9%
$17M
3% of total RAUM2.9%
Non-discretionary97.1%
$548M
97% of total RAUM97.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$565M
Total Accounts64
10Y AUM Change+$239M (+73.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.