AARON WEALTH ADVISORS

RIASEC RegisteredEst. 2018
Total AUM
$4.3B
Discretionary
$4B
94% of AUM
Avg account
$2.6M
Accounts
1,672
Employees
16
Advisory reps
11

Firm details

Headquarters
CHICAGO, Illinois
CRD number
298079
Registered since
September 20, 2018
Website
aaronwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.37%
  • Charitable Organizations22.81%
  • Corporations / Businesses0.69%
  • Individuals0.09%
  • Pension & Profit Sharing Plans0.03%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aaron Wealth Advisors is an independent, SEC-registered investment adviser formed in 2018 and structured as a limited liability company owned by an individual. The firm serves both individual/family and institutional clients and operates as a capital allocator, combining discretionary portfolio management with selection of outside managers. Its fee arrangements include percentage-of-AUM billing and fixed fees. Advisory services reported include portfolio management for individuals, small businesses and institutions, plus manager selection. The firm does not identify as an active ESG investor and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Public Funds/Mutual Funds 32%, Derivatives 13%, Private Funds 7%, State & Local Bonds 6%, Non-Exchange Traded Equities 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%34%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds32%
  • Derivatives13%
  • Private Funds7%
  • State & Local Bonds6%

Owners & executives

3 of 4

  • KONSTANTINE ANDRAKAKOS

    President, Chief Investment OfficerCRD 5688955

  • GARY HIRSCHBERG

    CEO & Founding MemberCRD 4985966

  • Toby Stannard

    Partner, Chief Investment OfficerCRD 7298949

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Contacts

3 of 7

  • TOMASZ GOGOLA

    Vice President, Investment ManagementCRD 6526734

  • CHRISTOPHER CONMY

    Family Wealth AdvisorCRD 5634864

  • Nicholas Grossi

    AnalystCRD 8255714

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 70

Active vs passive

$736M in ETFs

Passive

91%

$673M

Active

8%

$63.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$139M1,536,71818.89%
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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
515 N State St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth