|
⚲
|
| Aurelius Family Office LLC
✚
| |
|---|---|
| CRD # | 323016 |
| SEC # | 801-126682 |
| CIK # | |
| AUM | $237.3 MM (2024-06-26) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 603-413-6060 |
| Address | 264 South River Road Bedford, NH 03110 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 29.9 |
| (b) Individuals (high net worth individuals) | 67 | 200.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 237.3 |
| By Discretionary | ||
| Discretionary | 601 | 237.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 601 | 237.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.3 | |
| Total | 601 | 237.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Checks & Balances Inc
✚
|
GA | 0.2 |
|
Wealth Analytics Partners LLC
✚
|
CA | 0.2 |
|
Farringdon Asset Management PTE Ltd
✚
|
0.2 | |
|
Premier Private Wealth LLC
✚
|
TN | 0.2 |
|
Triton Financial Group Inc
✚
|
MA | 0.2 |
|
Uhlmann Investment Management LLC
✚
|
IL | 0.2 |
|
Foguth Wealth Management LLC
✚
|
MI | 0.2 |
|
AP Wealth Management LLC
✚
|
GA | 0.2 |
|
Northland Securities Inc
✚
|
MN | 0.2 |
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 0.2 |