Aldridge & Co

Aldridge & Co (CRD# 105015) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $62,364,355 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
24012 Calle De La Plata, Suite #440, Laguna Hills, CA 92653
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $2,078,812
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Aldridge & Co
Showing 1 - 1 of 1 top financial advisors.
1
Robert Aldridge, financial advisor Laguna Hills CA
Robert J. Aldridge
CRD#: 2627
24012 Calle De La Plata, Suite #440, Laguna Hills, CA 92653

Robert Aldridge (CRD# 2627) is an Investment Advisor Representative working at Aldridge & Co in Laguna Hills, CA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals