Aronson Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,073,675
Clients
21
Advisors
2
of 2 employees
About
Aronson Asset Management provides discretionary and non‑discretionary portfolio management and personalized financial planning primarily for individual and high‑net‑worth clients, and also works with trusts, estates and corporate pension or profit‑sharing plans. The firm develops customized plans addressing retirement, estate, business and pension needs and constructs portfolios using equities, debt securities, mutual funds and cash instruments.
The firm integrates both fundamental and technical analysis and employs long‑ and short‑term trading strategies, monitoring accounts on an ongoing basis with formal reviews at least annually and quarterly performance reviews. Portfolios are tailored to each client’s financial situation, risk tolerance, tax considerations and liquidity needs, and clients may impose reasonable investment restrictions; the firm also aggregates client orders through block trading when appropriate.
Distinctive for its scale, the firm is privately owned and manages roughly $22 million across a very small number of client relationships, which supports negotiated fee arrangements and discretionary acceptance of smaller or family accounts under its minimums. Aronson does not charge performance‑based fees, does not accept soft‑dollar benefits, collects advisory fees in advance under its policies, and relies on third‑party custodians for account custody and client statements.
Client services
Expertise
Occupation focus
Fee options
$250 per quarter (fixed rate available only to family/related accounts)
$50,000 - $249,999: 1.00% $250,000 - $999,999: 0.75% $1,000,000 - $4,999,999: 0.50% $5,000,000+: 0.35%
Account minimum: $50,000
Main office
Savannah GA
Advisors at this office
2
Most active in
Florida · Georgia
Also doing business as
Aronson Asset Management, Inc. · Aronson Asset Management, Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
James A
Series 63, Series 65
Savannah, GA
Aronson Asset Management, Inc.
James Aronson is a financial advisor with Aronson Asset Management, Inc. in Savannah, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Aronson Asset Management since 1997. Outside of his advisory role, he assists with management duties at a computer leasing business owned by his wife. Aronson Asset Management provides discretionary and non-discretionary portfolio management and personalized financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis combined with long- and short-term trading strategies to tailor portfolios to clients’ financial situations and objectives.
Lori A
Series 65
Savannah, GA
Aronson Asset Management, Inc.
Lori Aronson is a financial advisor at Aronson Asset Management, Inc. with 22 years of industry experience. She holds a Series 65 credential and has been involved with Aronson Asset Management since 1999. She is also the owner of Stone Mountain Financial Services, Inc., which is her primary business. Aronson Asset Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and corporate pension or profit-sharing plans. The firm uses both fundamental and technical analysis and offers customized investment strategies tailored to each client’s financial situation and goals.
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