AURELIUS FAMILY OFFICE, LLC - Financial Advisor in New Hampshire, Bedford

Tel: 603-413-6060 3 Executive Park Drive Suite 261 Bedford, New Hampshire 03110

About AURELIUS FAMILY OFFICE, LLC

AURELIUS FAMILY OFFICE, LLC is a Bedford, New Hampshire based financial advisory firm with nearly $265,861,275 in assets under management and provides investment advisory services for 660 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

323016

Firm SEC#:

801-126682

Assets Under Management:

$265,861,275

No. of Clients:

660

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (FINANCIAL CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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