AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 291658
- Website
- www.aurorafinancialpim.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aurora Financial Planning & Investment Management LLC is a limited liability company that specializes in providing financial planning services and portfolio management for individuals and small businesses. The firm engages in educational seminars and workshops, aiming to enhance clients' understanding of financial matters. While it does not actively pursue ESG investments, Aurora focuses on traditional investment strategies and has established a client base that benefits from personalized financial advice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1KATHLEEN OWENS
Financial AdvisorCRD 6145811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 5635 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
JOLLEY WEALTH MANAGEMENT, LLC
RIAScottsdale, AZ
212 WEALTH MANAGEMENT
RIAScottsdale, AZ
INVASOR CAPITAL MANAGEMENT, LLC
RIAScottsdale, AZ
YOUR INVESTMENT ADVISOR
RIAScottsdale, AZ
CONFLUENT ASSET MANAGEMENT LLC
RIAScottsdale, AZ
MAZZELLA ESTATE & ASSET MANAGEMENT, LLC
RIAScottsdale, AZ