Friday Financial
Friday Financial is an SEC-registered wealth manager in Dubuque, IA with $409.3M assets under management (AUM, regulatory AUM), +94% over one year. See who owns Friday Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329748, SEC 801-129486, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $409.3M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Dubuque, IA
- Employees
- 9
- Clients
- 289
- CRD
- 329748
- Ownership
- Burbach, Ryan, Edward; GRIFFIN, BRIAN, JOSEPH; HEIAR, NICHOLAS, BERT
How much AUM does Friday Financial have?
Friday Financial reported $409.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Friday Financial?
Disclosed owners and executives of Friday Financial include Burbach, Ryan, Edward, GRIFFIN, BRIAN, JOSEPH, HEIAR, NICHOLAS, BERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.