Overview
Assets Under Management: $401 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Frequently Asked Questions
AURDAN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330304), AURDAN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AURDAN CAPITAL MANAGEMENT, LLC is headquartered in WAYNE, PA.
AURDAN CAPITAL MANAGEMENT, LLC serves 92 high-net-worth clients according to their SEC filing dated July 26, 2024. View client details ↓
According to their SEC Form ADV, AURDAN CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
AURDAN CAPITAL MANAGEMENT, LLC manages $401 million in client assets according to their SEC filing dated July 26, 2024.
According to their SEC Form ADV, AURDAN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 364
Discretionary Accounts: 362
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 330304
Last Filing Date: 2024-07-26 00:00:00
Website: https://beaconcompliance.com