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ALDRICH WEALTH LP

Tel: 503-620-5329
5665 Sw Meadows Rd
Suite 200
Lake Oswego, Oregon  97035

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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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