Aldrich Wealth LP

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Assets, Funds, Holdings

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Aldrich Wealth LP
CRD #147200
SEC #801-69190
CIK #
AUM $1.6 BB (73% Disc, 100% US)
Employees25 (68% Investors, 0% Brokers)
Phone503-620-5329
Address5665 Sw Meadows Rd
Lake Oswego, OR 97035
Links IAPDexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
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1.6
Investment Counselors of Maryland Inc
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1.6
Radnor Financial Advisors LLC
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1.6
Oak Value Capital Management Inc
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1.6
Wedgewood Partners Inc
MO
1.6
Wealthplan Advisors LLC
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1.6
Beirne Wealth Consulting Services LLC
CT
1.6
Avendus Wealth Management Private Limited
1.6