My Financial Aurora Limited Liability Company (Austin)


My Financial Aurora Limited Liability Company is an adviser based in Austin. It manages $20 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Texas.

My Financial Aurora Limited Liability Company provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

My Financial Aurora Limited Liability Company: assets under management

The assets under management (AUM) of My Financial Aurora Limited Liability Company is $20 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.92 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay My Financial Aurora Limited Liability Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where My Financial Aurora Limited Liability Company performs its advisory services is located at 3200 Steck Avenue, Suite 250, Austin, TX 78757 8061, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (512) 213-6400. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at financialaurora.com.