Friend Financial Group Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Friend Financial Group Inc is an independent, state‑registered investment adviser founded in 2024 that provides discretionary asset management to individuals, including high‑net‑worth clients, managing about $1.43 million across three client accounts. Its services include portfolio construction, asset allocation, ongoing monitoring and execution across equities, fixed income, mutual funds, ETFs and cash equivalents.
The firm applies fundamental analysis and modern portfolio theory to build diversified portfolios intended to reduce risk and volatility, operating under discretionary trading authority with quarterly account reviews and monthly custodian statements. It recommends Charles Schwab for custody and execution but discloses that it manages each account separately (does not aggregate trades) and that it does not vote client proxies.
Noteworthy features include the very small client roster (three clients) and the principal’s substantial outside accounting practice, which the brochure discloses occupies roughly half of the principal’s time and may lead to offering accounting or tax services to clients — a potential conflict mitigated through disclosure and firm procedures. The firm also reports no account minimum and does not sponsor wrap fee programs, characteristics that, together with its limited scale and outside‑business activity, distinguish it from many independent peers.
Client services
Expertise
Fee options
1% annually
Main office
12724 Elm Street
Thornton CO 80241
Advisors at this office
1
Most active in
Colorado
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)