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ARAGON CAPITAL LLC
101 Ne 3rd Ave
Suite 1500
Fort Lauderdale, Florida 33301
Tel: (786) 529-6540
About ARAGON CAPITAL LLC
ARAGON CAPITAL LLC, formally registered with the SEC as ARAGON CAPITAL LLC. The firm was established in 07/30/2021. They have over 1 offices throughout the country.
ARAGON CAPITAL LLC is a Fort Lauderdale, Florida based Financial Planning firm with nearly $209,913,109 assets under management, offering retirement planning & investment advisory services to 924 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166958 |
| SEC# | 801-121982 |
| Assets Managed by Firm | $209,913,109 |
| No. of Clients | 924 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 924 | $209,913,109 |
| Individuals (other than high net worth individuals) | 277 | $62,973,933 |
| High net worth individuals | 554 | $125,947,865 |
| Corporations or other businesses | 93 | $20,991,311 |
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