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Building 2FINANCIAL AURORA, LLC.

Map pinAUSTIN, TX
Phone512.213.6400
NotebookSEC #801-131564
Total AUM
$130M
Employees
2
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11652 JOLLYVILLE ROAD
AUSTIN
TX 78759-3935
United States
Operating Hours
830AM - 530PM
Monday - Friday
Phone
512.213.6400

ReceiptFinancials

Total AUM
$130M
Accounts
700
Discretionary
$130M
Accounts
700
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$60M
HNW Individual Clients
20
AUM
$70M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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