Sign in Sign up for free

Aldridge Robert John (Laguna Hills)


Aldridge Robert John is an adviser based in Laguna Hills. It manages $40.91 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Aldridge Robert John provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aldridge Robert John: assets under management

The assets under management (AUM) of Aldridge Robert John is $40.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $659.85 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aldridge Robert John for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Laguna Hills

The principal office where Aldridge Robert John performs its advisory services is located at 24012 Calle De La Plata, Laguna Hills, CA 92653, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-859-1802 or by fax 949-859-9538. The normal business hours are 8:30am-5:00pm on Other.


Registered investment advisers similar to Aldridge Robert John