A

Aronson Asset Management, Inc.

Updated today

Client assets under management

$22,073,675

Clients

21

14% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

11

Very Low

Average account size

$1,051,127

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

Portfolio management

Expertise

Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Fixed

$250 per quarter (fixed rate available only to family/related accounts)

Percentage

$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%

Other

Account minimum: $50,000

Most active in

Florida · Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

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.

Business ownership considerations Founder/Business Owner
user avatar

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.

Business ownership considerations Founder/Business Owner
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