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THE ARANDA GROUP ADVISORS, LLC
724 Old York Road
Jenkintown, Pennsylvania 19046
Tel: 215-576-6666
About THE ARANDA GROUP ADVISORS, LLC
THE ARANDA GROUP ADVISORS, LLC, formally registered with the SEC as THE ARANDA GROUP ADVISORS, LLC. The firm was established in 08/30/2019. They have over 1 offices throughout the country.
THE ARANDA GROUP ADVISORS, LLC is a Jenkintown, Pennsylvania based Financial Planning firm with nearly $221,668,991 assets under management, offering retirement planning & investment advisory services to 423 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 302100 |
| SEC# | 801-117280 |
| Assets Managed by Firm | $221,668,991 |
| No. of Clients | 423 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 423 | $221,668,991 |
| Individuals (other than high net worth individuals) | 105 | $36,252,520 |
| High net worth individuals | 37 | $179,686,610 |
| Corporations or other businesses | Fewer than 5 clients | $5,729,861 |
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