AUREA INVESTMENTS LLC

Overview

Aurea Investments LLC operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. While it does not engage in capital allocation or have a multi-state advisory presence, it caters to a client base that includes both individuals and families. The firm charges fees based on a percentage of assets under management and hourly rates, reflecting a flexible approach to client engagement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices