RIA Intel›Advisers›California›FRIEDERICH, BRENDA, LEIGH

FRIEDERICH, BRENDA, LEIGH

Advisory

SAN JOSE, CA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in CA

#4,160

of 5,480 advisers by AUM

Average account

$410K

across 58 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$40K

Discretionary %99.8%

Total Clients23

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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