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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail
- Platforms
- North pathway
- Established Date
- 07-31-2015
- Office Locations
- 1
Office Locations
About Financial Aurora, Llc.
Financial Aurora, LLC is an independent, fee-only RIA providing financial advice, investment management, and financial planning. As a fiduciary, it does not take commissions and emphasizes proactive client outreach with a consistent advisor relationship. Portfolios emphasize asset allocation using vehicles such as ETFs and index funds (with fixed income as needed), with access to products across providers. Notable policy: no investment minimum and advisory fees exclude uninvested cash and are billed in arrears.
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Owner & Executives
MASROOR AHMAD ADNAN
Chief Compliance Officer, Managing Member
- CRD
- #4339437
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,000,000 | $185,714 |
| Non-Discretionary | $0 | -- |
| Total | $130,000,000 | $185,714 |
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Separately Managed Accounts
Total SMA Asset: $130,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,951,650,262 | 69.0% |
| Equity - OTC | $876,828,379 | 31.0% |
| Total | $2,828,478,641 | 100.0% |