Aldrich Investment Management

Overview

Aldrich Investment Management is organized as a limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm’s reported fee options include asset-based fees, hourly billing, and fixed-fee engagements, which suggests flexibility in serving a mix of retainer, project-based, and ongoing advisory clients. The snapshot indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator. The firm is listed with an industry affiliation to an insurance company, which may reflect distribution relationships or ownership ties that influence product access and client solutions. Public regulatory classification is recorded as unclassified and the SEC registration year is not provided in the available record.

Assets & Accounts

Location & Offices