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Building 2AURDAN CAPITAL MANAGEMENT, LLC

Map pinWAYNE, PA
Phone484-254-1935
NotebookSEC #801-129781
Total AUM
$526.2M
Employees
7
Clients
423

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1550 LIBERTY RIDGE DRIVE
SUITE 280
WAYNE
PA 19087
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
484-254-1935

ReceiptFinancials

Total AUM
$526.2M
Accounts
423
Discretionary
$524.3M
Accounts
422
Non-Discretionary
$2M
Accounts
1

ContactClients

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Individual Clients
296
AUM
$102.6M
HNW Individual Clients
114
AUM
$376.5M
Pension/Profit Sharing Plan Clients
1
AUM
$32.3K
Charitable Organization Clients
8
AUM
$29.9M
Corporation or Business Clients
4
AUM
$17.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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

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