Luan
Dollens
Aldrich Wealth Lp
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About this Advisor
Luan Dollens is a financial advisor who works out of Lake Oswego, Oregon with a total of 1 year of industry experience. Dollens is currently employed by Aldrich Wealth Lp. The advisor has gained experience at M Holdings Securities, Inc and Aldrich Wealth Lp. Dollens holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Oregon. Aldrich Wealth Lp is an advisory company based out of Lake Oswego, OR. It has offices in three locations and a total of 38 advisors. It oversees $5 billion in assets between its 2,189 accounts, placing it among the biggest firms in the country by assets under management. Of its 2,189 accounts, 53% are associated with high-net-worth investors who have at least $1 million in investable assets. Aldrich Wealth Lp provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees typically vary depending on which service is provided. Fee types charged by Aldrich Wealth Lp can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aldrich Wealth Lp Brokerage Details
$4,563,375,940
38
2,189
$2,084,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Luan Dollens Work History
Luan has been registered as a financial advisor for 1 years.*
Aldrich Wealth Lp
M Holdings Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luan Dollens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aldrich Wealth Lp
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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