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ARAGON FAMILY OFFICE LLC
CRD 337597 · SEC 801-133925
3036 INDEPENDENCE DRIVE, HOMEWOOD, AL, 35209, United States
Phone
719-244-4814
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.0M
Discretionary AUM
$112.0M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $49.1M |
| High net worth individuals | 63 | $63.0M |
States served
AL, TX
Official SEC filing: View on IAPD