Aurea Investments LLC

Overview

Aurea Investments LLC is a privately owned limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services geared toward individuals and small businesses. Aurea identifies as neither a capital allocator nor a pension consultant, does not position itself as a multi-state or ESG-focused adviser, and is not listed as a related adviser or newly formed adviser in the source data.

Assets & Accounts

Investments & Alternatives