FINANCIAL AURORA, LLC.

Overview

Financial Aurora, LLC is an independent registered investment advisor that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines percentage-of-AUM and fixed-fee billing and also operates as an insurance broker, which it uses to expand non-securities planning options for clients. Investment activity favors liquid equity exposure: the firm reports a clear preference for equities and runs separately managed account (SMA) strategies alongside pooled vehicles. Advisory offerings cover financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. Financial Aurora does not position itself as an active ESG investor and is not registered as a multi-state adviser. The firm is an independent RIA formed as a limited liability company and began SEC registration in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices