Aurelia Capital Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 334467
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Aurelia Capital Advisors, Inc. is a small, privately owned investment advisory firm focused on individual and family clients. The firm charges fees based on a percentage of assets under management and lists portfolio management for individuals and small businesses as its primary advisory activity; it also publishes periodicals or newsletters. Aurelia does not position itself as an ESG investor, is not a multistate adviser, and does not advertise pension consulting or related-adviser services.
Assets & Accounts
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
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Stacey Stark
Chief Executive OfficerCRD 4106947
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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