Investment adviser · CRD 105015

ALDRIDGE & CO

Investment adviser filing (IA)

ALDRIDGE ROBERT JOHN

LAGUNA HILLS, CA, United States · Form ADV filed Mar 26, 2012

Regulatory AUM
$40.9M
Form ADV · Item 5.F
Client accounts
62
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 26, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Commissions

Principal office

24012 CALLE DE LA PLATA, SUITE 440
LAGUNA HILLS, CA, 92653, United States

CRD 105015

Filing source

Form ADV 631012 · Mar 26, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.