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Building 2AURELIUS FAMILY OFFICE, LLC

Map pinBEDFORD, NH
Phone603-413-6060
NotebookSEC #801-126682
Total AUM
$315.3M
Employees
8
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 EXECUTIVE PARK DRIVE
SUITE 261
BEDFORD
NH 03110
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
603-413-6060
Other Offices
6

ReceiptFinancials

Total AUM
$315.3M
Accounts
167
Discretionary
$304.9M
Accounts
166
Non-Discretionary
$10.4M
Accounts
1

ContactClients

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Individual Clients
81
AUM
$31M
HNW Individual Clients
84
AUM
$273.5M
Pension/Profit Sharing Plan Clients
2
AUM
$10.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Misdemeanor Conviction
State Registrations
FLILLAMAMDMENENHNYOHRITNTXVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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