F
Friend Financial Group Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,430,000
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$476,667
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
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
1% annually
Main office location
Friend Financial Group Inc
12724 Elm Street
Thornton CO 80241, United States
Number of offices
1
Most active in
Friend Financial Group Inc has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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