Aurora Financial Planning & Investment Management LLC
Aurora Financial Planning & Investment Management LLC (CRD# 291658) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,110,712 in 6 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Aurora Financial Planning & Investment Management LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$185,119
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA
Financial Advisors at Aurora Financial Planning & Investment Management LLC
1
Kathleen Owens (CRD# 6145811) is an Investment Advisor Representative working at Aurora Financial Planning & Investment Management LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.
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