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| Keyboard |
| Aragon Family Office LLC
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|
|---|---|
| CRD # | 337597 |
| SEC # | 801-133925 |
| CIK # | |
| AUM | 112.0 M (2026-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 719-244-4814 |
| Address | 3036 Independence Drive Homewood, AL 35209 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 49.1 |
| (b) Individuals (high net worth individuals) | 63 | 63.0 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 186 | 112.0 |
| By Discretionary | ||
| Discretionary | 186 | 112.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 186 | 112.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.0 | |
| Total | 186 | 112.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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|
NC | 112.5 M |
|
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|
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|
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|
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|
LEEB Capital Management Inc
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|
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|
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MN | 111.9 M |
|
Primm & Co Inc
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|
111.8 M | |
|
Sullivan Investment Management LLC
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|
WI | 111.8 M |
|
Symphony Wealth Management LLC
✚
|
111.7 M |