RJ Aubrey Investments Corp.
Firm details
- Headquarters
- ,
- CRD number
- 134690
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.97%
- HNWI22.57%
- Pension & Profit Sharing Plans22.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rj Aubrey Investments Corp. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to both individual and family clients as well as institutional clients, employing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing or serve as a pension consultant, it has established a reputation for its advisory activities. The firm does not allocate capital to external fund managers, which suggests a more hands-on approach to investment management.
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
- Non-Exchange Traded Equities69%
- Exchange Traded Equities21%
- Cash & Cash Equivalents9%
- US Government Bonds1%
Contacts
1 of 1
Ronald Aubrey
Founder and PresidentCRD 4930470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations