PPrivate Fund Data Log in Join · $37/mo

Friday Financial, Inc.

● SEC registered since 2024CRD 329748SEC# 801-129486Dubuque, IA
Export (members)
Reg. AUM
$210.5M
Employees
5
Accounts
524
Location
Dubuque, IA

Friday Financial, Inc. assets under management

Friday Financial, Inc. is an SEC-registered investment adviser based in Dubuque, IA. The firm has been registered since 2024. It reports $210.5 million in regulatory assets under management and employs 5 people.

Friday Financial, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Brian Joseph Griffin ControlWealth Manager, Co-Founder, Chief Compliance Officer25-50%2024
Nicholas Bert Heiar ControlWealth Manager, Co-Founder25-50%2024
Ryan Edward Burbach ControlChief Executive Officer, Co-Founder25-50%2024

Frequently asked questions

How much does Friday Financial, Inc. manage?

Friday Financial, Inc. reports $210.5 million in regulatory assets under management on its Form ADV.

How many employees does Friday Financial, Inc. have?

Friday Financial, Inc. reports 5 employees.

Where is Friday Financial, Inc. located?

Friday Financial, Inc. is based in Dubuque, IA and has been SEC-registered since 2024.

Does Friday Financial, Inc. disclose fund performance?

Friday Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 Star Brewery Drive, Suite 400, Dubuque, IA 52001
Phone(563) 552-7526
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210.5M
Non-discretionary$0
Total (RAUM)$210.5M