Aria Corporation
Firm details
- Headquarters
- ,
- CRD number
- 137252
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.35%
- Individuals3.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aria Corporation is an independent, individually owned registered investment adviser that serves high-net-worth individuals, families and small business clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and other business or institutional clients. Fee arrangements are primarily a percentage of assets under management, with hourly billing available for select planning work. Aria does not identify as an active ESG investor and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds30%
- Derivatives25%
- Investment Grade Corp Bonds20%
- Non-Exchange Traded Equities15%
- Exchange Traded Equities5%
Contacts
1 of 1Firouz Farrokh
PrincipalCRD 734716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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