Overview
Assets Under Management: $323 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 47
Average Client Assets: $5 million
Frequently Asked Questions
AURORA INVESTMENT MANAGERS, 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 #146325), AURORA INVESTMENT MANAGERS, LLC is subject to fiduciary duty under federal law.
AURORA INVESTMENT MANAGERS, LLC is headquartered in NAPLES, FL.
AURORA INVESTMENT MANAGERS, LLC serves 47 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, AURORA INVESTMENT MANAGERS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
AURORA INVESTMENT MANAGERS, LLC manages $323 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, AURORA INVESTMENT MANAGERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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