Aurora Investment Counsel
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 107460
- Registered since
- January 4, 2001
- Website
- aurora-invest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.69%
- Other Investment Advisers45.64%
- Other1.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aurora Investment Counsel is an independent, corporation-structured registered investment adviser that has been SEC-registered since 2001. The firm is owner-operated and charges clients a percentage of assets under management. Its client mix includes individuals and families as well as institutional and business accounts. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses and institutions. Aurora identifies a clear equity preference in its investment approach and does not designate itself as an active ESG investor.
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
- Exchange Traded Equities79%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Contacts
3 of 3
Michael Doyle
Senior Vice President and Director of WealthCRD 4438243
David Yucius
President & Portfolio ManagerCRD 1831286
Mason Gaddis
VP of OperationsCRD 8186201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3350 Riverwood Pkwy Se
- Time zone
- ET (UTC-5)
- Office locations
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