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ALDRICH WEALTH LP
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ALDRICH WEALTH LP
(CRD# 147200)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Lake Oswego, OR.
The SEC approved the firm to operate as an RIA in
May 2008.
In
May 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$1.2 Billion,
and has discretion over
90%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
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ALDRICH WEALTH LP
also reported in
May 2018:
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25
employees,
with
16
performing advisory functions.
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A total of 4 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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ALDRICH WEALTH LP has no disclosure events reported to the SEC at this time.
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ALDRICH WEALTH LP has Notice Filings with the following State Securities Authorities:
AK-Mar 2014, AZ-Mar 2016, CA-May 2008, CO-May 2008, OR-May 2008
, TX-May 2008, WA-Dec 2012
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website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
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contact FindingFraud.org with questions or concerns.
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