Aronson Asset Management, Inc.

Overview

Aronson Asset Management, Inc. is a small, discretionary advisory firm that centers its portfolios on liquid equity exposures. The firm manages client wealth on a percentage-of-AUM fee basis and provides portfolio management services primarily for individuals, small businesses, and select institutional clients. Filings indicate a clear preference for exchange-traded equities as the primary building block of client portfolios, supplemented by mutual funds and corporate debt to round out fixed-income and diversified exposures. Portfolios are managed on a discretionary basis and delivered largely through separately managed accounts, which enables customization around tax considerations, position sizing and client-specific constraints. The firm is not positioned as an ESG-focused manager and operates with a single-office structure, relying on a primary custodian relationship to hold securities.

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Public Holdings

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Location & Offices