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How does the advisor help clients – Key Takeaways:
AURORA STRATEGIC ADVISORS, LLC is a trusted financial advisory firm that provides valuable expertise to its clients. With a team of experienced professionals, they offer a range of financial services to various client types. Here are a few key takeaways about how the firm helps its clients:
- Acts as a financial expert and advisor
- Offers personalized and tailored financial solutions
- Provides guidance and support in financial decision making
- Assists in managing and growing clients’ assets
- Keeps clients informed and educated about market trends and opportunities
Facts and Insights
Founded in 2005, AURORA STRATEGIC ADVISORS, LLC has been serving clients for over 15 years. The firm is based in New York City and has a team of 10 highly skilled financial advisors. It currently has over $100 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
AURORA STRATEGIC ADVISORS, LLC offers a range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
The firm caters to a variety of client types including individuals, families, and businesses. They work closely with their clients to understand their unique financial goals and create customized strategies to help them achieve those goals.
Fees & Compensation
AURORA STRATEGIC ADVISORS, LLC is a fee-based financial advisory firm. This means that they charge a percentage of the assets under management as their fee. This fee structure aligns the advisor’s interests with that of the client, as the advisor’s compensation is directly tied to the performance of the client’s assets.
Background
The team at AURORA STRATEGIC ADVISORS, LLC consists of highly qualified financial advisors with backgrounds in finance, accounting, and business. They have a deep understanding of the financial industry and stay up-to-date with market trends to provide the best guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, AURORA STRATEGIC ADVISORS, LLC adheres to all regulatory requirements set by the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interest of their clients at all times and disclose any potential conflicts of interest.
In summary, the team at AURORA STRATEGIC ADVISORS, LLC brings years of experience and expertise to help clients achieve financial success. With a client-centered approach and a range of financial services, the firm is committed to providing the highest level of support and guidance to its clients.