AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC

AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 291658). Regulatory assets under management: $1.1M.

Registration

• CRD: 291658
• Type: Registered investment adviser
• Location: 5635 N. SCOTTSDALE ROAD, SUITE 170, SCOTTSDALE, AZ, 85250
• Phone: 858-205-7651
• Latest filing: 2024-04-10
• Regulatory AUM: $1.1M
• Discretionary AUM: $1.1M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search