CRD: 268828
Aurora Strategic Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 07-30-2015
- Office Locations
- 1
Office Locations
About Aurora Strategic Advisors, LLC
Aurora Strategic Advisors, LLC is a registered investment adviser based in Lumberton, North Carolina serving retail and institutional clients. The firm provides financial planning, retirement plan support, insurance-related planning, and portfolio construction focused on asset allocation using mutual funds and ETFs. Distribution teams should note its advisory activity is tied to where the firm is registered (securities registration noted for NC).
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAREK WAYNE HUNT
Principal Member
- CRD
- #1972108
- Ownership
- 75% or more
AMY SAMANTHA BARKER
Principal Wealth Advisor
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,100,000 | -- |
| Non-Discretionary | $6,700,000 | -- |
| Total | $29,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $29,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $137,804,016 | 13.7% |
| Equity - Exchange | $222,296,989 | 22.1% |
| Cash | $456,664,403 | 45.4% |
| Municipal Bonds | $189,103,321 | 18.8% |
| Total | $1,005,868,729 | 100.0% |