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Building 2AURORA WEALTH ADVISORS

Map pinSAN DIEGO, CA
Phone858-326-0046
NotebookSEC #801-127171
Total AUM
$148.8M
Employees
7
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9915 MIRA MESA BOULEVARD
SUITE 240
SAN DIEGO
CA 92131
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
858-326-0046

ReceiptFinancials

Total AUM
$148.8M
Accounts
675
Discretionary
$148.8M
Accounts
675
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
220
AUM
$54.4M
HNW Individual Clients
67
AUM
$93.9M
Corporation or Business Clients
1
AUM
$401.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNYOHTX

HandshakeAffiliates

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

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