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 formed as an LLC and SEC-registered in 2022. The firm serves both individual/family and institutional clients and bills clients through a combination of percentage-of-AUM and fixed fees. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services and investor education through seminars and workshops. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser in the snapshot data. The record also indicates the firm does not act 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 1BRENDA WINSLOW
Chief Operating Officer and Chief Compliance OfficerCRD 2842055
Contacts
3 of 5GREGORY BARISHIAN
DirectorCRD 6463498
Melissa Geracimos
Director, Financial PlanningCRD 2681315
JACOB ALDEN
Investment Operations AssociateCRD 6831596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$229M in ETFs
66%
$151M
34%
$77.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $37.3M | 62,477 | 16.30% |
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
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