David Fried, financial advisor Santa Monica CA
104 score

David Fried

CRD Number: 2753945
Current Firm: Fried Asset Management, Inc.

David Fried is an Investment Advisor Representative working at Fried Asset Management, Inc. in Santa Monica, CA and has 20 years of experience in the finance industry.

A Cornell graduate, David Fried is one of the few money managers to have also founded a company listed in Inc. Magazine’s annual “Inc. 500” list of the 500 fastest growing private companies (1989).

Mr. Fried is allso the editor and publisher of The Buyback Letter, the only investment newsletter devoted to finding opportunities among companies that repurchase their own stock. His asset management firm – Fried Asset Management, Inc. – offers separate investor advisory and money management services which use the “Buyback Strategy” principles.

He has been recognized in numerous ways; from being listed as one of “50 Great Investors” in Fortune’s Investors Guide 2004: being a featured guest on Bloomberg Television, CNBC’s “Money Club,”  “Squawk Box” and “Market Wrap” with Bill Bresnan in New York City. He has also been profiled in the New York Times, Los Angeles Times, USA Today, Barron’s, Bottom Line Personnel, Kiplinger’s Personal Finance, Forbes, Fortune, Business Week and numerous other publications.  Mr. Fried is also an approved guest speaker for the American Association of Individual Investors. In 2008 he helped found First Commons Bank of Newton, MA.

The Buyback Letter has been a consistent a member  The Hulbert Financial Digest Honor Roll for newsletters that perform well in both up and down markets.  The Buyback Letter continues to receive consistently high grades from The Hulbert Financial Digest who has tracked the newsletters returns since 1997.

Mr. Fried lives in Pacific Palisades, CA with his wife and two children.  He served on the Board of Directors of L.A. Family Housing from 2002-2008 and served on the board and Executive Committee of New Roads School from 2010-2015. Mr. Fried also completed a rigorous training program led by former Vice President Al Gore and was named one of Gore’s select “Global Warming Messengers” in 2007. Through grassroots speaking engagements and local outreach to businesses, schools and individuals, he has spread the message about the threat of and solutions to global warming.

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Company Name Location Dates Years
Fried Asset management, Inc. Registered Investment Advisor Santa Monica, CA Jun 1997 - Current 21
David Fried Enterprises, Inc. Malibu, CA Mar 1995 - Current 24
Exam Code Name Passed Date
S2 Non-Member General Securities Examination Jan 1996
Contact Info for David R. Fried
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $196,660
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, NY

Firm Disclaimer:

Past performance does not guarantee future results.

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BADGES
104
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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