A complete list of active advisors currently associated with Aurora Private Wealth, INC.

Warmer can help you find a great advisor at Aurora Private Wealth, INC. or one who fits your needs even better.

Aurora Private Wealth provides financial planning, consulting, and investment management to a mix of individual clients (including high-net-worth individuals), trusts, estates, retirement plans, charitable organizations and businesses. The firm manages approximately $374 million in discretionary assets through a network of 18 investment adviser representatives and offers both ongoing portfolio management and stand-alone planning engagements. Aurora tailors portfolios to client objectives and risk tolerance and delivers advice through several program structures, including individual portfolio management, firm-designed model portfolios (using strategic and tactical allocation tools), independent manager selection, and access to the Envestnet platform. Investment analysis at the firm combines fundamental, technical and charting methods, and accounts may be managed on either a discretionary or non-discretionary basis by IARs who operate under Aurora’s supervision. Compared with many peers, the brochure notably discloses recent material changes (a reported home office relocation) and describes marketing support arrangements and expense reimbursements from product sponsors and third parties, along with the firm’s affiliated broker-dealer and insurance agency relationships. The firm also sponsors a wrap-fee program and details related conflicts of interest (commissions, 12b-1 fees, margin arrangements) and the policies it uses to disclose and mitigate those conflicts.

To learn more about the advisors currently working at Aurora Private Wealth, INC., 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.