GOOD FRIENDS, LLC.

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
306226
Registered since
October 27, 2019

Firm profile

FINTRX

Overview

Good Friends, LLC is a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm functions primarily as a sponsor and general partner, acting as the managing member for pooled investment vehicles rather than operating as a traditional advisory practice for retail or institutional advisory accounts. The firm is not characterized as an ESG-focused allocator and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Neil Blumenthal

    Co-FounderCRD 7191502

  • Joseph Zwillinger

    Managing MemberCRD 7191501

  • Jeffrey Raider

    Managing MemberCRD 7191498

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
30 Hotaling Pl
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth