DIRECTORY OF REGISTERED ADVISORS
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AURELIUS FAMILY OFFICE, LLC
Tel: 603-413-6060
3 Executive Park Drive Suite 261
Bedford, New Hampshire 03110
AURELIUS FAMILY OFFICE, LLC
AURELIUS FAMILY OFFICE, LLC is a Bedford, New Hampshire based financial advisory firm with nearly $265,861,275 in assets under management and provides investment advisory services for 660 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (FINANCIAL CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
323016
SEC#:
801-126682
No. of Clients:
660
Assets under Management
$265,861,275
No. of Advisors:
9
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