Friedlander & Co Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$514,111,865
Clients
26
Advisors
1
of 1 employees
About
Friedlander & Co. provides separately managed portfolio services primarily to high‑net‑worth individuals, their related accounts (including trusts and IRAs), and a small number of foundations. The firm manages roughly $565 million across about 26 client relationships and typically requires a multi‑million dollar account size, so it does not cater to lower‑net‑worth retail clients.
The firm follows a long‑term, value‑oriented investment philosophy informed by Benjamin Graham, concentrating in equities with generally low turnover and a buy‑and‑hold approach; it also invests in small‑ and micro‑cap names and a variety of other securities when appropriate. Services are tailored through frequent personal communication and account reviews, and most client relationships are managed on a non‑discretionary basis, meaning clients typically retain approval over trades.
Distinctive features include its single‑advisor operational model, where the sole owner also serves as the firm’s investment and compliance officer, producing an unusually high AUM per advisor for its peer group. The firm’s profile is further marked by a large non‑discretionary asset base, a historical overweight in banking and financial stocks, a policy of not accepting proxy voting authority, no custody of client assets, and a documented contingency/succession plan to address advisor incapacity.
Client services
Expertise
Fee options
One family arrangement with a set annual flat fee for advisory services.
$0 - $250,000: 0.9% annually $250,001 - $500,000: 0.75% annually $500,001+: 0.5% annually
Account minimum: $3,000,000 (or a minimum annual fee of $20,000) Minimum fee: Minimum annual fee of $20,000 Fee-only: Yes, fees are charged; no commissions or other compensation accepted.
Main office
322 East Michigan Street
Milwaukee WI 53202
Advisors at this office
1
Most active in
California · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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