A
CRD: 126122
Aronson Asset Management, Inc.
Lawrencevill, GA
6302769556
$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-26-1997
- Office Locations
- 1
Office Locations
-- Savannah GA
About Aronson Asset Management, Inc.
Aronson Asset Management, Inc. is a Lawrencevill-based RIA. The firm has been operating for 28 years. Managing $22.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Investment Planning.
Team overview
-- AVG AGE
$22.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Investment Vehicles
Glacier
Services
Focus Vital signal Delta
Owner & Executives
J
JAMES KARL ARONSON MR.
President
- CRD
- #1760174
- Ownership
- 75% or more
(973) 875-7193
insight.prime@insightcapital.com
in linkedin.com/in/meridian-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
L
LORI LITTLE ARONSON MRS.
Vice President
- CRD
- #4651887
(232) 467-9124
vector.oak@ridgecapital.com
in linkedin.com/in/matrix-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,350,979 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,350,979 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,350,979
Equity - Exchange:
23.9% Cash:
20.9% Corporate - Investment Grade:
16.1% Corporate - Non-Investment Grade:
25.9% Other:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,040,225,361 | 23.9% |
| Cash | $1,784,130,127 | 20.9% |
| Corporate - Investment Grade | $1,374,377,753 | 16.1% |
| Corporate - Non-Investment Grade | $2,210,955,516 | 25.9% |
| Other | $1,126,819,028 | 13.2% |
| Total | $8,536,507,785 | 100.0% |