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Abbey Rollins

ALDRICH WEALTH, LIMITED PARTNERSHIP·LAKE OSWEGO, Oregon
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5665 SW MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 4431168Firm CRD# 147200
01

About

Abbey Rollins is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with ALDRICH WEALTH, LIMITED PARTNERSHIP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALDRICH WEALTH, LIMITED PARTNERSHIP
ALDRICH WEALTH LP
AUM
$5.6B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at ALDRICH WEALTH, LIMITED PARTNERSHIP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4431168
Firm CRD# 147200
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Abbey Rollins offer?
Abbey Rollins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Abbey Rollins's credentials?
Abbey Rollins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abbey Rollins located?
Abbey Rollins is based in LAKE OSWEGO, Oregon, working with ALDRICH WEALTH, LIMITED PARTNERSHIP. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Abbey Rollins charge for services?
Abbey Rollins's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALDRICH WEALTH, LIMITED PARTNERSHIP?
ALDRICH WEALTH, LIMITED PARTNERSHIP has approximately 40 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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