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

Building 2ARAGON FAMILY OFFICE LLC

Map pinHOMEWOOD, AL
Phone719-244-4814
NotebookSEC #801-133925
Total AUM
$112M
Employees
3
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3036 INDEPENDENCE DRIVE
HOMEWOOD
AL 35209
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
719-244-4814

ReceiptFinancials

Total AUM
$112M
Accounts
186
Discretionary
$112M
Accounts
186
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
123
AUM
$49.1M
HNW Individual Clients
63
AUM
$63M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account