$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Value signal
- Established Date
- 03-08-2005
- Office Locations
- 1
Office Locations
-- Milton MA
About Aragorn Ltd.
ARAGORN LTD. is a Milton, MA RIA serving retail clients with discretionary portfolio management and holistic planning, including estate planning and insurance/life insurance needs. The firm invests primarily via mutual funds and other public funds with exposure to fixed income, real estate, infrastructure, emerging markets, and annuities, and primarily clears through Fidelity/NFS. Founded in 2005.
Team overview
-- AVG AGE
$16.4M AVG AUM / ADVISOR
$656.0K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Open the full profile to inspect shifts in element element.
Upgrade to reveal position-level detail across fusion oak.
See the complete signal summary connected to vertex timber.
Request access to benchmark trends tied to fusion pathway.
Premium access reveals conviction themes in signal unison crest.
Unlock to see real insight on zenith ember.
Open the full profile to inspect shifts in zenith quantum.
Upgrade to reveal position-level detail across bridge signal.
Asset Classes
Quantum Atlas Summit
Custodian
Beacon vector
Investment Themes
Peak Prime
Investment Vehicles
Catalyst
Services
Meridian signal Ridge signal Vertex legacy Value wave Timber frontier
Technology
Bridge
Owner & Executives
DAVID CRAIG TROTT
Chief Compliance Officer, Director, President
- CRD
- #1309964
- Ownership
- 75% or more
(923) 702-5286
harbor.frontier@ridgecapital.com
in linkedin.com/in/crest-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,399,001 | $190,905 |
| Non-Discretionary | $0 | -- |
| Total | $16,399,001 | $190,905 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $16,399,001
Public Funds:
15.5% Cash:
45.2% Equity - Exchange:
39.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,365,398,664 | 15.5% |
| Cash | $3,981,678,685 | 45.2% |
| Equity - Exchange | $3,461,946,290 | 39.3% |
| Total | $8,809,023,639 | 100.0% |