Aurora Wealth Advisors
Aurora Wealth Advisors (CRD# 322947) is a financial advisory firm headquartered in San Diego, CA. They manage $184,390,000 in 1,173 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management184MILLION
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Total Number of Accounts1,173ACCOUNTS
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Average Account Value$157,195
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, NC, NY, OH, TX, WA
Financial Advisors at Aurora Wealth Advisors
1
Leah Burnett (CRD# 3256015) is an Investment Advisor Representative working at Aurora Wealth Advisors in San Diego, CA and has over 22 years of experience in the finance industry.
2
Cristina Jimenez (CRD# 6106226) is an Investment Advisor Representative working at Aurora Wealth Advisors in San Diego, CA and has over 8 years of experience in the finance industry.
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