Assets Under Management

$133.9M

Number of Clients

293

Number of Advisors

2

Average Client AUM

$457K

AUM per Advisor

$67.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Aurora Wealth Advisors offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning & consulting services. They utilize various methods of analysis and investment strategies tailored to client needs and objectives. The firm also offers retirement plan consulting to employer plan sponsors.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Location

9915 Mira Mesa Boulevard, Suite 240, San Diego, CA, 92131

2 Advisors at this firm