CRD: 318928
Aurora Pointe Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MeridianValue frontier
- Established Date
- 02-12-2022
- Office Locations
- 1
Office Locations
About Aurora Pointe Capital Management, LLC
Aurora Pointe Capital is an independent, fee-only RIA providing fiduciary investment management and comprehensive financial planning, including retirement planning. The firm supports business owners, professionals (e.g., attorneys and physicians), and nonprofit boards/investment committees with goal-based portfolio construction led by a CFA charterholder and CFP professional. Client portfolios are implemented primarily with ETFs and custodied at Schwab.
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Owner & Executives
Eric Montemaggi
Chief Compliance Officer, President
- CRD
- #6722089
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,204,395 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,204,395 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,204,395
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,463,844,784 | 45.0% |
| Public Funds | $2,286,137,558 | 29.7% |
| Cash | $1,947,450,512 | 25.3% |
| Total | $7,697,432,854 | 100.0% |