|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Aurora Investment Counsel
✚
|
|
|---|---|
| CRD # | 107460 |
| SEC # | 801-60000 |
| CIK # | 0001316397 |
| AUM | $237.5 M (2025-05-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 770-226-5323 |
| Address | 3350 Riverwood Parkway, Suite 2205 Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Priceline Com Inc | 3.5 | ||
| Ameriprise Financial Inc | 3.2 | ||
| Essential Properties Realty Trust Inc | 3.1 | ||
| Fabrinet | 3.1 | ||
| H&R Block Inc | 3.1 | ||
| Constellation Brands Inc | 3.0 | ||
| Neteasecom Inc | 2.9 | ||
| Iron Mountain Inc | 2.7 | ||
| Qualcomm Inc/DE | 2.6 | ||
| Aqua America Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 53 | 127.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 12 | 105.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 4.8 |
| Total | 65 | 237.5 |
| By Discretionary | ||
| Discretionary | 64 | 232.7 |
| Non-Discretionary | 1 | 4.8 |
| Total | 65 | 237.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.5 | |
| Total | 65 | 237.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001316397] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valley Financial Group Inc
✚
|
PA | 0.2 |
|
Monterey Wealth Partners LLC
✚
|
GA | 0.2 |
|
Redmont Wealth Advisors LLC
✚
|
IL | 0.2 |
|
Rainier Family Wealth Inc
✚
|
WA | 0.2 |
|
Varra Wealth Management LLC
✚
|
CO | 0.2 |
|
Wisniewski Wealth Management LLC
✚
|
TX | 0.2 |
|
FSR Wealth Management Ltd
✚
|
IL | 0.2 |
|
Beacon Wealth Consultants Inc
✚
|
VA | 0.2 |
|
Centerpoint Advisory Group LLC
✚
|
KS | 0.2 |
|
Client First Capital LLC
✚
|
0.2 |