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| The Aranda Group Advisors LLC
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|---|---|
| CRD # | 302100 |
| SEC # | 801-117280 |
| CIK # | |
| AUM | $199.9 MM (2024-03-28) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 215-576-6666 |
| Address | 724 Old York Road Jenkintown, PA 19046 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 25.3 |
| (b) Individuals (high net worth individuals) | 36 | 166.4 |
| (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 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 199.9 |
| By Discretionary | ||
| Discretionary | 290 | 145.1 |
| Non-Discretionary | 166 | 54.8 |
| Total | 456 | 199.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 199.8 | |
| Total | 456 | 199.9 |
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|---|---|---|
|
Banyan Capital Management Inc
✚
|
GA | 0.2 |
|
Great Northern Asset Management LLC
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|
WA | 0.2 |
|
True Vision MN LLC
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MN | 0.2 |
|
IFS Group LLC
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PA | 0.2 |
|
Eltekon Advisors LLC
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|
TX | 0.2 |
|
Firstrust LLC
✚
|
FL | 0.2 |
|
Union Heritage Capital
✚
|
MI | 0.2 |
|
Constitution Capital LLC
✚
|
CT | 0.2 |
|
Wolman Wealth Management Inc
✚
|
CA | 0.2 |
|
Schlindwein Associates LLC
✚
|
TX | 0.2 |