Aduna Capital

Overview

Aduna Capital is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses with an insurance brokerage practice and publishes periodicals or newsletters. Compensation is based on a percentage-of-assets fee model. The firm does not identify itself as an active ESG investor and is not described as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives