Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > naples > AURORA INVESTMENT MANAGERS, LLC
AURORA INVESTMENT MANAGERS, LLC
4850 Tamiami Trail N
Suite 301
Naples, Florida 34103
Tel: 617-390-8001
About AURORA INVESTMENT MANAGERS, LLC
AURORA INVESTMENT MANAGERS, LLC, formally registered with the SEC as AURORA INVESTMENT MANAGERS, LLC. The firm was established in 02/11/2008. They have over 1 offices throughout the country.
AURORA INVESTMENT MANAGERS, LLC is a Naples, Florida based Financial Planning firm with nearly $323,276,394 assets under management, offering retirement planning & investment advisory services to 444 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146325 |
| SEC# | 801-68844 |
| Assets Managed by Firm | $323,276,394 |
| No. of Clients | 444 |
| No. of Advisors | 4 |
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 | 444 | $323,276,394 |
| Individuals (other than high net worth individuals) | 132 | $53,397,159 |
| High net worth individuals | 47 | $245,732,167 |
| Pension and profit sharing plans | 6 | $8,917,906 |
| Charitable organizations | 3 | $9,031,441 |
| Corporations or other businesses | 3 | $6,197,721 |
More Retirement Planning firms in Naples, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
Explore More Retirement Advisors in Naples, Florida