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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Aranda Group Advisors LLC
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|---|---|
| CRD # | 302100 |
| SEC # | 801-117280 |
| CIK # | |
| AUM | $221.7 M (2025-01-31) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 215-576-6666 |
| Address | 724 Old York Road Jenkintown, PA 19046 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 36.3 |
| (b) Individuals (high net worth individuals) | 37 | 179.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 221.7 |
| By Discretionary | ||
| Discretionary | 328 | 194.3 |
| Non-Discretionary | 95 | 27.3 |
| Total | 423 | 221.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 221.3 | |
| Total | 423 | 221.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Estate & Trust Advisors Inc
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|
IL | 0.2 |
|
Portland Private Wealth Management Inc
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OR | 0.2 |
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Bassam Wealth Management LLC
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FL | 0.2 |
|
Redwood Family Wealth LLC
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TX | 0.2 |
|
E A Horwitz LLC
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IL | 0.2 |
|
WMS Advisors LLC
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|
NC | 0.2 |
|
Braun-Bostich & Associates Inc
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|
PA | 0.2 |
|
Mader & Shannon Wealth Management Inc
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|
MO | 0.2 |
|
Pursue Wealth Partners LLC
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|
CA | 0.2 |
|
Pacific Capital Associates Inc
✚
|
CA | 0.2 |