PPrivate Fund Data Log in Join · $37/mo

Aimz Investment Advisors LLC

● SEC registered since 2011CRD 155810SEC# 801-72721Los Altos, CA
Export (members)
Reg. AUM
$504.9M
Employees
2
Accounts
527
Location
Los Altos, CA

Aimz Investment Advisors LLC assets under management

Aimz Investment Advisors LLC operates as an SEC-registered investment adviser based in Los Altos, CA. The firm has been registered since 2011. It reports $504.9 million in regulatory assets under management and employs 2 people.

Aimz Investment Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Jonathan Gideon Riley ControlManaging Member/Chief Compliance Officer50-75%2011
Stuart Edwin Friedman ControlManaging Member50-75%2011

Frequently asked questions

How much does Aimz Investment Advisors LLC manage?

Aimz Investment Advisors LLC reports $504.9 million in regulatory assets under management on its Form ADV.

How many employees does Aimz Investment Advisors LLC have?

Aimz Investment Advisors LLC reports 2 employees.

Where is Aimz Investment Advisors LLC located?

Aimz Investment Advisors LLC is based in Los Altos, CA and has been SEC-registered since 2011.

Does Aimz Investment Advisors LLC disclose fund performance?

Aimz Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4984 el Camino Real, Suite 101, Los Altos, CA 94022
Phone650-988-1088
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1630365
Discloses disciplinary historyNo

Assets under management

Discretionary$503.1M
Non-discretionary$1.8M
Total (RAUM)$504.9M