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AURELIUS FAMILY OFFICE, LLC
AURELIUS FAMILY OFFICE, LLC
BEDFORD, New Hampshire
·
2 registered advisors
·
CRD# 323016
SEC# 801-126682
4
603-413-6060
01
Firm Overview
AUM
$237M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AURELIUS FAMILY OFFICE, LLC
2 registered advisors
Brenda Lee Winslow
BEDFORD, New Hampshire
CRD# 2842055
Mark Andrew Witaschek
BEDFORD, New Hampshire
CRD# 1200467
05
Office Locations
BEDFORD, New Hampshire
2 advisors
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Data sourced from SEC Form ADV filings. AURELIUS FAMILY OFFICE, LLC (CRD# 323016) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.