Friedberg Investment Management, Inc. (Houston)

Name: Friedberg Investment Management, Inc.
Address: 3200 Southwest Freeway, Houston, TX, 77027
Telephone: 713-630-8390

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.

Friedberg Investment Management: assets under management

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 firm manages $88.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $342.83 thousand each.

Fees & Commissions

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.

Careers at Friedberg Investment Management, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Langman Friedberg	President	1 Jul 1978	50% - 75%	4376694
Friedberg Jeffrey Langman	President	1 Jul 1997	75% - 100%	111911
Inc. Friedberg Investment Management	President/chief compliance officer	1 Jul 1997	75% - 100%	111911
Jeffrey Langman Friedberg	President/chief compliance officer	1 Jul 1997	75% - 100%	4376694
Jonathan G Reichek	Vice president	1 Jan 2013	Other	4610202
Mona E. Tanner	Office administrator / research associate / chief compliance officer	1 Jan 2013	Other	6174848
Tiffany Sue Kent	Vice president	1 Aug 2014	Other	4428144
David Donald Emmel	Vice president	1 Jun 2016	Other	6334518
Jonathan G Reichek	Chief compliance officer/vice president	1 Sep 2017	25% - 50%	4610202

Based in Houston

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.