CRD: 301218
Aries Financial Navigators, Inc.
$81.1M Total AUM
$81.1M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PrimeOak +more
- Established Date
- 05-09-2019
- Office Locations
- 1
Office Locations
201 Rock Lititz Blvd Suite #35 Lititz PA
About Aries Financial Navigators, Inc.
Aries Financial Navigators is a Lititz, PA RIA serving entrepreneurs and retirees with integrated financial planning and portfolio management, with an emphasis on tax-aware strategy. A key differentiator: the firm prepares clients’ taxes annually, with the same financial planner acting as the tax preparer. Portfolios use asset allocation across ETFs, mutual funds, and fixed income, typically custodied at Charles Schwab.
Team overview
-- AVG AGE
$81.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Legacy
Client Personas
Timber Beacon radial
Custodian
Timber
Investment Themes
Value element Pioneer Meridian
Investment Vehicles
Vital signal Wave
Services
Legacy insight Element legacy Signal Meridian Prime Crest legacy Quantum Vector meridian Focus North wave
Technology
Quantum momentum Beacon timber Prime pathway Insight quantum
Owner & Executives
P
PATRICK RYAN KELLY
Chief Compliance Officer, FOUNDER
- CRD
- #5469715
- Ownership
- 75% or more
(564) 695-9956
eagle.meridian@legacycapital.com
in linkedin.com/in/capital-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,131,944 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,131,944 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,131,944
Public Funds:
10.5% Equity - Exchange:
25.3% Other:
8.2% Private Funds:
19.0% Cash:
18.9% Corporate - Investment Grade:
6.6% Municipal Bonds:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $690,459,962 | 10.5% |
| Equity - Exchange | $1,663,679,717 | 25.3% |
| Other | $539,216,351 | 8.2% |
| Private Funds | $1,249,403,740 | 19.0% |
| Cash | $1,242,827,931 | 18.9% |
| Corporate - Investment Grade | $434,003,405 | 6.6% |
| Municipal Bonds | $756,218,054 | 11.5% |
| Total | $6,575,809,160 | 100.0% |