Kimberly Friedricks, financial advisor Los Angeles CA
93 score

Kimberly Friedricks

CRD Number: 3100569
Current Firm: Kayne Anderson Rudnick Investment Management, LLC

Kimberly Friedricks (CRD# 3100569) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kayne Anderson Investment Management Los Angeles, CA Jul 1998 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Kimberly C. Friedricks
Phone Number: 310-556-2721
Firm Website: http://kayne.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,629
    MILLIONS
  • Total Number of Accounts
    14,629
    ACCOUNTS
  • Average Account Value
    $658,234
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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