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Alan Aidekman

Orange County Asset Management

Orange, CA

CRD 2816936

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Employer firm

Orange County Asset Management CRD 170863

$2.80M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Orange County Asset Management

Orange, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-05-07
  • CA RA
    APPROVED
    Since 2014-05-07

Branch Locations

Orange, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orange County Asset Management Orange CA 04/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-26
S63 Uniform Securities Agent State Law Examination 1997-01-03
  • S65 Uniform Investment Adviser Law Examination
    2014-02-26
  • S63 Uniform Securities Agent State Law Examination
    1997-01-03

View on SEC IAPD

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