Tanya
Aure
Namcoa
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About this Advisor
Tanya Aure is a financial advisor based in Naples, Florida, working with Namcoa. Tanya has previously held positions at Red Note Freelance LLC, Comprehensive College Planning, Massmutual Pacific Coast, Ta Financial Strategies, and Naples Asset Management Co., LLC. Tanya is registered to provide services in California. Currently, Tanya is part of Namcoa, which operates out of Naples, Florida. The firm has 19 offices and 17 employees. The firm manages assets totaling $277.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Namcoa includes asset-based, hourly, fixed, and other fees.
Services Offered
Fee Structure
Office Location
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Namcoa Brokerage Details
$277,669,058
17
368
$754,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Tanya Aure Work History
Naples Asset Management Co., LLC
Ta Financial Strategies
Massmutual Pacific Coast
Comprehensive College Planning
Red Note Freelance LLC
Disclosures
Please visit the SEC profile of Tanya Aure to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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