Aurora Leslie LLC (Lexington)

Name: Aurora Leslie LLC
Address: 5 Militia Dr, Lexington, MA, 02421
Telephone: 781-489-3040

Aurora Leslie LLC is a related adviser based in Lexington. It manages $3.68 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Massachusetts.

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

Aurora Leslie: assets under management

The assets under management (AUM) of Aurora Leslie LLC is $3.68 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $306.77 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 69% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 18% of the firm’s portfolio. Investments in investment and business development companies form 11% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aurora Leslie LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Aurora Leslie serves?

The only and largest group of clients of Aurora Leslie is individuals with 6 clients and $3.68 million of assets under management. Among the 0 most similar advisory firms, Aurora Leslie has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $3.68 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Aurora Leslie doesn't advise any private funds.

Careers at Aurora Leslie LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in Lexington

The principal office where Aurora Leslie LLC performs its advisory services is located at 5 Militia Dr, Lexington, MA 02421, 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 781-489-3040 or by fax 781-431-1883. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at alcadvisory.com.