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About AURIGA CAPITAL MANAGEMENT, LLC
AURIGA CAPITAL MANAGEMENT, LLC is a highly established financial advisory firm that puts its clients first. Their team of experts provides exceptional financial guidance and personalized strategies to help clients achieve their unique financial goals. With their extensive knowledge and experience in the financial industry, AURIGA CAPITAL MANAGEMENT, LLC offers a wide range of services and resources to assist individuals and businesses in managing their wealth.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial strategies to help clients reach their goals
– Expertise in a wide range of financial services to meet the diverse needs of clients
– Transparency and dedication to putting clients’ best interests first
Facts and Insights:
AURIGA CAPITAL MANAGEMENT, LLC has been in business for over 10 years and currently manages over $500 million in assets. They have a team of 15 experienced advisors with various backgrounds and specialties to provide comprehensive financial services to their clients.
According to publicly available information, AURIGA CAPITAL MANAGEMENT, LLC offers a variety of financial services, including investment management, retirement planning, estate planning, insurance strategies, and more. They also utilize cutting-edge technology to provide their clients with efficient and secure financial management solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered:
– Investment Management
– Retirement Planning
– Estate Planning
– Insurance Strategies
– Tax Planning
– Business Succession Planning
Client Types:
– High-net-worth individuals
– Business owners
– Families
– Corporations
– Non-profits
Fees & Compensation:
AURIGA CAPITAL MANAGEMENT, LLC is a fee-based firm, which means they earn compensation through a percentage of assets under management. They are transparent about all fees and only charge what is agreed upon by the client.
Background:
The founding members of AURIGA CAPITAL MANAGEMENT, LLC come from diverse backgrounds, including finance, law, accounting, and consulting. This diversity allows them to provide a well-rounded approach to financial management and advice. Furthermore, their team of advisors holds various certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), showcasing their expertise and professionalism.
Financial Advisor Disclosures to Know:
AURIGA CAPITAL MANAGEMENT, LLC prides itself on its transparency and ethical practices. They disclose all potential conflicts of interest and always prioritize their clients’ best interests. Furthermore, they have a clean record with no disciplinary actions or sanctions on their advisors.