Aldrich Investment Management - Company Research Report
Company Overview
- Name: Aldrich Investment Management
- Mission: Honest, straightforward investment management
- Founded by: Bill Aldrich
- Headquarters: 10120 S Eastern Avenue, Suite 200, Henderson, Nevada 89052
- Number of Employees: No information is available
- Revenue: No information is available
- Specialization:
- Known for retirement planning and investment management, specializing in 401(k) and 403(b) retirement plans.
- Key People:
- Bill Aldrich - Founder and Financial Advisor
Products and Services
Products Offered
1. Retirement Planning:
- Specializing in 401(k), 403(b), and 457(b) retirement plans.
2. Investment Management:
- Focused on optimizing retirement plans.
Product Descriptions and Key Features
- Retirement Planning:
- Description: Tailored services for individuals and sponsors of retirement plans.
- Key Features:
- Works with plan participants and sponsors.
- Provides solutions to optimize retirement investments.
- Investment Management:
- Description: Offers independent advisory services.
- Key Features:
- Operates as a fiduciary, prioritizing clients' best interests.
- Partners with industry-leading money managers to provide informed financial advice.
Recent Developments
- Recent Developments: No information is available
- New Products Launched: No information is available
- New Features Added to Existing Products: No information is available
- New Partnerships: No information is available
Contact Information
- Address: 10120 South Eastern Avenue, Suite 200, Henderson, Nevada 89052
- Phone: 702-403-1113
- Fax: 702-403-1190
- Email: bill@aldrichim.com
Additional Information
- Aldrich Investment Management offers its services to various states including AZ, CA, CO, FL, GA, ID, KS, MN, MS, MO, MT, NM, NY, NV, OH, SD, UT, WA, and WI.
- Affiliations and Licensing:
- Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
- Advisory services provided through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Note: Cambridge and Aldrich Investment Management are not affiliated.
This information aims to provide a thorough understanding of Aldrich Investment Management, focusing on their services, leadership, and operational area. The report is based on available data and will be updated as more information becomes available.
