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ALDRICH WEALTH LP
Tel: 503-620-5329
5665 Sw Meadows Rd Suite 200
Lake Oswego, Oregon 97035
ALDRICH WEALTH LP
ALDRICH WEALTH LP is a Lake Oswego, Oregon based financial advisory firm with nearly $5,572,244,811 in assets under management and provides investment advisory services for 2352 clients. There are currently 40 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (TAX SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
147200
SEC#:
801-69190
No. of Clients:
2352
Assets under Management
$5,572,244,811
No. of Advisors:
40
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