CRD: 291658
Aurora Financial Planning & Investment Management LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
About Aurora Financial Planning & Investment Management LLC
Aurora Financial Planning & Investment Management is an independent RIA in Scottsdale serving pre-retirees and retirees (50+ with $500K+ in retirement savings). The firm provides “Whole Life” financial planning—cash-flow, tax planning, retirement benefits, debt management, stock plans—and ongoing investment management. Portfolios leverage institutional-quality models, ETF allocations, and proactive tax management, supported by MoneyGuidePro and Altruist custody, plus portfolio analytics benchmarking against thousands of similar-risk portfolios.
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Owner & Executives
KATHLEEN J OWENS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6145811
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,110,712 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,110,712 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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