A complete list of active advisors currently associated with Aurora Strategic Advisors, LLC
Warmer can help you find a great advisor at Aurora Strategic Advisors, LLC or one who fits your needs even better.
Aurora Strategic Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, businesses, estates, and corporate retirement plans, including consulting and education for participant-directed 401(k) and 403(b) plans. The firm delivers portfolio management and written financial plans and generally charges percentage-of-assets fees for managed accounts. The firm gathers client information through interviews and creates customized, documented client profiles to guide asset allocation and risk tolerance; it typically operates on a non-discretionary basis while retaining discretionary authority for some accounts. Investment analysis draws on fundamental, technical/charting, and cyclical methods, and accounts are reviewed continuously with updates triggered by market events or client changes. Distinctive features include an unusually high client-to-advisor ratio — the brochure lists roughly 347 clients with a single principal advisor — and disclosed disciplinary history in the ADV, including prior arbitration claims and an award, which the firm directs prospective clients to review. The brochure also notes an affiliated insurance agency through which the firm’s principal may receive insurance compensation and a recently added surety bond, both items that bear on conflicts of interest and oversight.
To learn more about the advisors currently working at Aurora Strategic Advisors, 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 |
|---|---|---|
Lumberton, NC
| 23
|
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