Overview
Assets Under Management: $130 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 20
Average Client Assets: $3.5 million
Frequently Asked Questions
FINANCIAL AURORA, 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 #260786), FINANCIAL AURORA, LLC. is subject to fiduciary duty under federal law.
FINANCIAL AURORA, LLC. is headquartered in AUSTIN, TX.
FINANCIAL AURORA, LLC. serves 20 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL AURORA, LLC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FINANCIAL AURORA, LLC. manages $130 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, FINANCIAL AURORA, LLC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.85%
Average Client Assets: $3.5 million
Total Client Accounts: 700
Discretionary Accounts: 700
Regulatory Filings
CRD Number: 260786
Filing ID: 2092388
Last Filing Date: 2026-04-07 12:10:30