The Aranda Group Advisors, LLC
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Overview
The Aranda Group Advisors, LLC operates as a financial advisory firm headquartered in Jenkintown, Pennsylvania. It has $174.8 million in assets over 432 customer accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. The Aranda Group Advisors, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, equities and bonds.
The Aranda Group Advisors, LLC manages some of its client assets in a discretionary manner. Discretionary management means that an investment advisor makes transaction judgments for the client's account without needing to seek client permission. It also has 264 non-discretionary accounts with a total of $60.8 million in assets. The investment advisory firm administers about $404,595 for every customer account. The average advisor at The Aranda Group Advisors, LLC oversees around 108 client accounts.
The Aranda Group Advisors, LLC's main office is located at 724 Old York Road, Jenkintown, Pennsylvania 19046. It is allowed to serve investors throughout 6 states, including California, Florida, New Hampshire, New York, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Aranda Group Advisors, LLC by the Numbers
$174.8 million
8
432
$404.6 thousand
Products and Services
The Aranda Group Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the last fiscal year, the firm provided 11-25 of its clients with financial planning services. It is not involved in selling products or offering services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely are based on which services are provided. However, fees billed by the company most likely include any blend of the following fee structures: asset-based or fixed. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors and high net worth investors. Out of its 432 accounts, The Aranda Group Advisors, LLC's largest client group is retail investors, although it also manages money for 35 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 23.81%
- Other Individuals - 76.19%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
The Aranda Group Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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