A
$89.5M Total AUM
$84.1M Disc. AUM
24.5% 3Y CAGR
3 Employees
79 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-15-2015
- Office Locations
- 2
Office Locations
7030 East Genesee Street Fayetteville NY
-- Fayetteville NY
About Aldemar Research Corporation
Aldemar Research Corporation is a Fayetteville-based RIA with 2 offices. The firm has been operating for 11 years. Managing $89.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$29.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
ANDREW LEWIS GROAT
Chief Compliance Officer, President
- CRD
- #2542579
- Ownership
- 75% or more
Available
Available
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W
WILLIAM JAY PEARLMAN
Financial Advisor
- CRD
- #358845
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,120,252 | $652,095 |
| Non-Discretionary | $5,365,061 | $5,365,061 |
| Total | $89,485,313 | $688,349 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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