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| Aurora Private Wealth Inc
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|
|
|---|---|
| CRD # | 281604 |
| SEC # | 801-110498 |
| CIK # | 0001802132 |
| AUM | $315.3 MM (2023-03-24) |
| Employees | 23 (96% Investors, 100% Brokers) |
| Phone | 973-394-0404 |
| Address | 100 Enterprise Drive Rockaway, NJ 07866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001802132 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 0.0 | |
| Energy Transfer Equity LP | 31,904.4 | 0.0 | |
| Exxon Mobil Corp | 385,508.3 | 0.0 | |
| Amazon Com Inc | 1,092,997.8 | 0.0 | |
| Microsoft Corp | 1,918,222.4 | 0.0 | |
| Procter & Gamble Co | 338,108.9 | 0.0 | |
| Merck & Co Inc | 232,371.9 | 0.0 | |
| McDonalds Corp | 179,584.2 | 0.0 | |
| American Express Co | 107,077.6 | 0.0 | |
| Carey W P & Co LLC | 16,425.3 | 0.0 | |
| Johnson & Johnson | 465,600.2 | 0.0 | |
| Colgate Palmolive Co | 66,096.9 | 0.0 | |
| Devon Energy Corp/DE | 39,243.6 | 0.0 | |
| Bank of America Corp /DE/ | 278,315.2 | 0.0 | |
| J P Morgan Chase & Co | 340,169.2 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,762 | 216.3 |
| (b) Individuals (high net worth individuals) | 51 | 99.0 |
| (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 | 1,814 | 315.3 |
| By Discretionary | ||
| Discretionary | 1,802 | 311.3 |
| Non-Discretionary | 12 | 4.0 |
| Total | 1,814 | 315.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.3 | |
| Total | 1,814 | 315.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802132] |
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|---|---|---|
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VA | 0.3 |
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Hanover Advisors Inc
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SC | 0.3 |
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0.3 | |
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Carolina Qualified Retirement Plan Advisers LLC
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Lifeguide Financial Advisors LLC
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Summit Wealth Advocates LLC
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Alpha Capital Management Group LLC
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Access Financial Services Inc
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MN | 0.3 |
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Compound Family Offices LLC
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FL | 0.3 |
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Juncture Wealth Strategies LLC
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AZ | 0.3 |