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Building 2AURORA INVESTMENT MANAGERS, LLC

Map pinNAPLES, FL
Phone617-390-8001
NotebookSEC #801-68844
Total AUM
$358.7M
Employees
4
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4850 TAMIAMI TRAIL N
SUITE 301
NAPLES
FL 34103
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
617-390-8001

ReceiptFinancials

Total AUM
$358.7M
Accounts
458
Discretionary
$325.6M
Accounts
440
Non-Discretionary
$33.1M
Accounts
18

ContactClients

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Individual Clients
130
AUM
$49.8M
HNW Individual Clients
55
AUM
$274.3M
Pension/Profit Sharing Plan Clients
6
AUM
$11.2M
Charitable Organization Clients
5
AUM
$15M
Corporation or Business Clients
4
AUM
$8.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CTFLLAMANHNYTXWA

HandshakeAffiliates

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

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