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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2019
- Office Locations
- 1
Office Locations
About THE Aranda Group Advisors, LLC
The Aranda Group Advisors is a Jenkintown, PA RIA providing integrated wealth management across cash-flow management, tax and investment guidance, and retirement and legacy planning. Investment work spans equity and fixed income, with ETF-heavy portfolios. Custody includes Schwab and Fidelity/NFS. The firm also publishes market commentary via a Media Center with equity and fixed-income audio.
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Owner & Executives
STEVEN A ROSENBERG
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4427951
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JAMES RYAN FISHER
Financial Advisor
- CRD
- #6610100
JOANNE MAXINE KELLER
Financial Advisor, General Partner
- CRD
- #1489318
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,322,219 | $594,212 |
| Non-Discretionary | $20,382,395 | $279,211 |
| Total | $233,704,614 | $540,983 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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