← Back to search
ALDEMAR RESEARCH CORPORATION
CRD 178523 · SEC 801-112458
NY, United States
Phone
315-382-4843
Fax
NA
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$89.5M
Discretionary AUM
$84.1M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $6.5M |
| High net worth individuals | 42 | $77.1M |
| Pension/profit sharing plans | 1 | $5.4M |
| Charitable organizations | 2 | $32K |
| Corporations/business entities | 1 | $466K |
States served
NY, TX
Official SEC filing: View on IAPD