Aurelius Family Office, LLC
Firm details
- Headquarters
- Bedford, New Hampshire
- CRD number
- 323016
- Registered since
- October 3, 2022
- Website
- aurelius.net
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.74%
- Individuals9.83%
- Pension & Profit Sharing Plans3.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aurelius Family Office, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional clients, and charges clients either a percentage of assets under management or fixed fees. Its advisory offerings listed on the snapshot include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars/workshops. The profile flags the firm as not an active ESG investor and not a multi-state adviser; it is also identified as not acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Private Funds94%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Brenda Winslow
Chief Operating Officer and Chief Compliance OfficerCRD 2842055
Contacts
3 of 4
Gregory Barishian
DirectorCRD 6463498
Jacob Alden
Investment Operations AssociateCRD 6831596
Mark Witaschek
FounderCRD 1200467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$253M in ETFs
66%
$167M
34%
$85.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $42.1M | 61,313 | 16.67% |
Location
Bedford, NH
Hillsborough
Location
Bedford, NH
Headquartered in Bedford, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 3 Executive Park Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cohen Investment Advisors, LLC
RIABedford, NH
Robbins Farley LLC
RIABedford, NH
Northeast Planning Associates, Inc.
RIABedford, NH
Bcas
RIABedford, NH
Apex Wealth Management, LLC
RIABedford, NH
Brophy Wealth Management, LLC
RIABedford, NH