Aurora Private Wealth, Inc.

RIASEC Registered

Total AUM

$374M

Discretionary

$374M

100% of AUM

Avg account

$248K

Accounts

1,508

Employees

Advisory reps

Firm details

Headquarters: Totowa, New Jersey
CRD number: 281604
Registered since: May 5, 2017
Website: www.aurorapw.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESMENTS MANAGEMENT CORP, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.24%
HNWI45.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aurora Private Wealth, Inc. is an independent registered investment adviser that provides planning and portfolio management primarily to individuals and families. The firm is SEC-registered (registered in 2017) and is owned by an individual owner. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM model plus hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based work. Aurora describes itself as a capital allocator and does not identify as an active ESG investor.