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Friedlander & CO INC

Friedlander & CO INC. CRD 105150

F

CRD: 105150

Friedlander & CO INC

(414) 273-0308
$564.8M Total AUM
$16.6M Disc. AUM
12.7% 3Y CAGR
1 Employees
33 ADV. Clients
44 yrs Firm Age

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Firm Details

Custodian
Baird ยท RBC
Clients
Retail and Institutional
Established Date
12-01-1981
Office Locations
1

Office Locations

322 East Michigan Street Milwaukee WI

About Friedlander & CO INC

Friedlander Group specializes in workers' compensation programs (since 1992) that help employers reduce premiums by emphasizing employee safety and strong claims administration. The firm provides end-to-end support including underwriting, claims solutions, audit services, fraud prevention, and safety solutions, and works through a network of 550 broker partners. Safety group members have received $457M in dividends.

Reported data analysis

What the numbers show

Between February 27, 2025 and February 20, 2026, reported AUM increased 12.3%, from $502.8M to $564.8M.

Across 5 reported observations, AUM increased 27.4% between February 21, 2022 and February 20, 2026, from $443.2M to $564.8M.

Of the latest reported AUM, 2.9% is discretionary and 97.1% is non-discretionary.

The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $17.1M in reported AUM per client.

The profile lists 1 reported office location and 44 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$564.8M AVG AUM / ADVISOR
$17.1M AVG AUM / CLIENT
44.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
44yrs Firm Age

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Available data coverage

  • CRM
  • Services
  • Technology

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Owner & Executives

T

THEODORE FRIEDLANDER III

Chief Compliance Officer, President

CRD
#814615
Ownership
75% or more
L

LOUISE FRENCH FRIEDLANDER

President, Vice President

CRD
--
Ownership
Less than 5%

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-21-2022
03-23-2023
02-15-2024
02-27-2025
02-20-2026
Category Assets AVG. Account size
Discretionary $16,598,568 $2,074,821
Non-Discretionary $548,248,919 $9,790,159
Total $564,847,487 $8,825,742

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Separately Managed Accounts

SMA allocation detail is available

Friedlander & CO INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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