Overview
Assets Under Management: $323 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 47
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.01
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 444
Discretionary Accounts: 425
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 146325
Last Filing Date: 2025-01-31 00:00:00
Website: https://auroraim.com