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Michael Lawrence Friedman

Churchill Management Group

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About Michael Lawrence Friedman

Michael Lawrence Friedman is an investment advisor representative at Churchill Management Group. Michael has been in the financial industry since 1986. Michael is registered with the state of California and is a Series 7, 63 and 65 licensed professional. Michael’s previous employers include Fidelity Brokerage Services, Inc., Wells Fargo Securities Inc., Marketing One Securities, Inc., CIGNA Securities, Inc., GNA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is actively involved in providing portfolio management for businesses, individuals and pooled investment vehicles as well as financial planning.

Firm Information

Michael Friedman is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Friedman’s Registration & Firm History

CA

04/26/2005 - Present

Churchill Management Group (IRVINE CA)

RI

09/12/1997 - 06/10/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

CA

11/19/1993 - 08/28/1997

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

OR

12/21/1991 - 11/19/1993

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

PA

01/16/1991 - 06/28/1991

CIGNA SECURITIES, INC. (RADNOR PA)

VA

08/09/1988 - 12/08/1989

GNA SECURITIES, INC. (GLEN ALLEN VA)

NA

06/03/1986 - 02/04/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 04/25/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Lawrence Friedman.
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