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Building 2ALDRIDGE & CO

Map pinLAGUNA HILLS, CA
Phone949-859-1802
NotebookSEC #801-19270
Total AUM
$40.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24012 CALLE DE LA PLATA
SUITE 440
LAGUNA HILLS
CA 92653
United States
Operating Hours
8:30AM-5:00PM
MONDAY-WEDNESDAY-FRIDAY
Phone
949-859-1802

ReceiptFinancials

Total AUM
$40.9M
Accounts
62
Discretionary
$40.9M
Accounts
62
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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