|
⚲
|
| Aragon Capital LLC
✚
|
|
|---|---|
| CRD # | 166958 |
| SEC # | 801-121982 |
| CIK # | |
| AUM | $148.9 MM (2023-03-14) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 786-529-6540 |
| Address | 101 NE 3rd Ave Fort Lauderdale, FL 33301 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 44.7 |
| (b) Individuals (high net worth individuals) | 550 | 89.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 90 | 10.6 |
| (n) Other | 0 | 0.0 |
| Total | 916 | 148.9 |
| By Discretionary | ||
| Discretionary | 862 | 131.2 |
| Non-Discretionary | 54 | 17.7 |
| Total | 916 | 148.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 109.5 | |
| United States Persons | 39.4 | |
| Total | 916 | 148.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sage Investment Advisers LLC
✚
|
NY | 0.1 |
|
PKS Investment Advisors LLC
✚
|
MD | 0.1 |
|
Savior LLC
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|
MA | 0.1 |
|
Harbour Wealth Management Group Inc
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|
SC | 0.1 |
|
Copper Leaf Financial LLC
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|
VT | 0.1 |
|
Synergy Financial Partners LLC
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|
CO | 0.1 |
|
IKE Capital LLC
✚
|
NY | 0.1 |
|
Burnett Financial Group Inc
✚
|
OK | 0.1 |
|
Impactfolio LLC
✚
|
CO | 0.1 |
|
TAM Financial Advisors LLC
✚
|
MD | 0.1 |