Overview
Assets Under Management: $89 million
High-Net-Worth Clients: 42
Average Client Assets: $1.8 million
Frequently Asked Questions
ALDEMAR RESEARCH CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #178523), ALDEMAR RESEARCH CORPORATION is subject to fiduciary duty under federal law.
ALDEMAR RESEARCH CORPORATION serves 42 high-net-worth clients according to their SEC filing dated January 21, 2026. View client details ↓
According to their SEC Form ADV, ALDEMAR RESEARCH CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
ALDEMAR RESEARCH CORPORATION manages $89 million in client assets according to their SEC filing dated January 21, 2026.
According to their SEC Form ADV, ALDEMAR RESEARCH CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.13%
Average Client Assets: $1.8 million
Total Client Accounts: 130
Discretionary Accounts: 129
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 178523
Filing ID: 2042694
Last Filing Date: 2026-01-21 14:09:19