A complete list of active advisors currently associated with Aurora Investment Managers, LLC
Warmer can help you find a great advisor at Aurora Investment Managers, LLC or one who fits your needs even better.
Aurora Investment Managers is a fee-only registered investment adviser that provides discretionary portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. A compact advisory team of two manages roughly $359 million in client assets across about 185 client relationships, offering tailored investment advice and implementation for individual and institutional clients. The firm gathers suitability information to design and monitor portfolios and typically operates under discretionary authority to make security selections and rebalance positions. Aurora combines fundamental and technical analysis, employs both long‑ and short‑term purchase strategies (including occasional short sales), and uses block trading to allocate aggregated orders across client accounts. Notable features relative to many peers include a high assets‑per‑advisor ratio and an explicit policy not to accept performance‑based fees and not to vote client proxies (clients receive proxy materials directly). The brochure also discloses a historical administrative state filing matter from 2015 (a $4,000 fine) and notes that the firm debits advisory fees directly from custodian accounts while generally relying on custodian statements rather than providing separate regular written reports.
To learn more about the advisors currently working at Aurora Investment Managers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Naples, FL
| 26
| |
Naples, FL
| 12
|
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