AURELIUS FAMILY OFFICE, LLC

3 Executive Park Drive
Suite 261
Bedford, New Hampshire 03110
Tel: 603-413-6060

About AURELIUS FAMILY OFFICE, LLC

AURELIUS FAMILY OFFICE, LLC, formally registered with the SEC as AURELIUS FAMILY OFFICE, LLC. The firm was established in 10/03/2022. They have over 6 offices throughout the country.

AURELIUS FAMILY OFFICE, LLC is a Bedford, New Hampshire based Financial Planning firm with nearly $265,861,275 assets under management, offering retirement planning & investment advisory services to 660 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323016
SEC#	801-126682
Assets Managed by Firm	$265,861,275
No. of Clients	660
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
Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	660	$265,861,275
Individuals (other than high net worth individuals)	84	$34,697,363
High net worth individuals	70	$222,585,986
Pension and profit sharing plans	2	$8,577,926

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