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AURELIUS FAMILY OFFICE, LLC
CRD 323016 · SEC 801-126682
3 EXECUTIVE PARK DRIVE, SUITE 261, BEDFORD, NH, 03110, United States
Phone
603-413-6060
Fax
603-602-8055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$315.3M
Discretionary AUM
$304.9M
Team
8 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $31.0M |
| High net worth individuals | 84 | $273.5M |
| Pension/profit sharing plans | 2 | $10.8M |
States served
IL, LA, ME, MD, MA, NE, NY, OH, RI, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD