THE ARANDA GROUP ADVISORS, LLC

Overview

The Aranda Group Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. Formed and SEC-registered in 2019, the firm combines financial planning with portfolio management for individuals and small businesses and offers third‑party manager selection. Its advisory model blends discretionary portfolio management with non‑discretionary relationships, and the firm charges a mix of percentage‑of‑AUM and fixed fees. Investment preference clearly tilts toward public equities, with a stated preference for exchange‑traded instruments. The firm is not an active ESG investor and does not position itself as a multi‑state or pension consultant. As an allocator it supplements public-market exposures with outside alternative managers for private placements and real estate‑related strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices