Friedberg Investment Management, Inc. is an adviser based in Houston. It manages $88.11 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Colorado, Florida, and 4 other states.
Friedberg Investment Management provides portfolio management for individuals and small businesses and advisory consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Friedberg Investment Management, Inc. is $88.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Friedberg Investment Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Langman Friedberg has been acting as President since 1 Jul 1978. Jonathan G Reichek joined the executive team most recently as the Chief Compliance Officer/Vice President.
The principal office where Friedberg Investment Management, Inc. performs its advisory services is located at 3200 Southwest Freeway, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-630-8390 or by fax 281-822-1189. The normal business hours are 8:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at friedberginvestments.com.