M. W. ARAGAO INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- CUMBERLAND, Rhode Island
- CRD number
- 134395
- Website
- www.mwaragao.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
M. W. Aragao Investment Advisors, LLC is an independent, individual-owned RIA that serves primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and also lists accounting as a business activity. Its fee model includes asset-based fees and hourly charges. The adviser is not a multi-state or pension consultant, does not identify as an active ESG investor, and does not act as a capital allocator.
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 Equities86%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
- Derivatives1%
Contacts
1 of 1MICHAEL ARAGAO
PresidentCRD 4265893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CUMBERLAND, RI
PROVIDENCE
Location
CUMBERLAND, RI
Headquartered in CUMBERLAND, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 2374 Diamond Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
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