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Building 2ALDEMAR RESEARCH CORPORATION

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Phone315-382-4843
NotebookSEC #801-112458
Total AUM
$89.5M
Employees
3
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
315-382-4843

ReceiptFinancials

Total AUM
$89.5M
Accounts
130
Discretionary
$84.1M
Accounts
129
Non-Discretionary
$5.4M
Accounts
1

ContactClients

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Individual Clients
33
AUM
$6.5M
HNW Individual Clients
42
AUM
$77.1M
Pension/Profit Sharing Plan Clients
1
AUM
$5.4M
Charitable Organization Clients
2
AUM
$32.2K
Corporation or Business Clients
1
AUM
$466.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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