Aurelius Family Office
Finance · New Hampshire, United States · 1-10 Employees
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Overview
Headquarters
3 Executive Park Dr Ste 261, Bedford, Ne...Website
www.aurelius.netRevenue
$10.5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Aurelius Family Office
Aurelius Family Office is a Registered Investment Advisory firm with over four decades of experience, specializing in generational wealth and comprehensive financial planning. They offer a range of services including total wealth management, tax planning, transition planning, and retirement planning, aimed at helping clients navigate complex financial situations. Their dedicated team focuses on understanding clients' goals and challenges, ensuring personalized and proactive financial strategies. The firm serves successful individuals and families at every stage of life, emphasizing fiduciary excellence and innovative financial solutions.Explore more
Aurelius Family Office Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Aurelius Family Office
$10.5M
1-10
Private
-
-
Brenda WinslowChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
2008
MV
Matthew ViveretteCCO, Chief Operating Officer, Research Analyst, and Assistant Portfolio Manager
Company Profile Activity
Activity Insights
Aurelius Family Office is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Aurelius Family Office is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aurelius Family Office.
Aurelius Family Office Tech Stack
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Aurelius Family Office is a Registered Investment Advisory firm with over four decades of experience, specializing in generational wealth and comprehensive financial planning. They offer a range of services including total wealth management, tax planning, transition planning, and retirement planning, aimed at helping clients navigate complex financ... Read More
