1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ARAGON CAPITAL LLC

Map pinFORT LAUDERDALE, FL
Phone(786) 529-6540
NotebookSEC #801-121982
Total AUM
$349.3M
Employees
10
Clients
1,209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 NE 3RD AVE
SUITE 1500
FORT LAUDERDALE
FL 33301
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
(786) 529-6540

ReceiptFinancials

Total AUM
$349.3M
Accounts
1,209
Discretionary
$319.6M
Accounts
1,176
Non-Discretionary
$29.7M
Accounts
33

ContactClients

View more in analytics →

Individual Clients
1,117
AUM
$155.8M
HNW Individual Clients
70
AUM
$173.6M
Corporation or Business Clients
22
AUM
$19.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account