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AURORA WEALTH ADVISORS
9915 Mira Mesa Boulevard
Suite 240
San Diego, California 92131
Tel: 858-326-0046
About AURORA WEALTH ADVISORS
AURORA WEALTH ADVISORS, formally registered with the SEC as AURORA WEALTH ADVISORS. The firm was established in 04/26/2023. They have over 2 offices throughout the country.
AURORA WEALTH ADVISORS is a San Diego, California based Financial Planning firm with nearly $184,390,000 assets under management, offering retirement planning & investment advisory services to 1173 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322947 |
| SEC# | 801-127171 |
| Assets Managed by Firm | $184,390,000 |
| No. of Clients | 1173 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1173 | $184,390,000 |
| Individuals (other than high net worth individuals) | 695 | $110,020,000 |
| High net worth individuals | 56 | $74,200,000 |
| Corporations or other businesses | Fewer than 5 clients | $170,000 |
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