Category: | Insurance agency, |
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Address: | 6685 Beta Dr, Cleveland, OH 44143, USA |
Postal code: | 44143 |
Phone: | (866) 605-1901 |
Website: | http://www.aurumwealth.com/ |
Monday: | 8:30 AM – 5:00 PM |
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Tuesday: | 8:30 AM – 5:00 PM |
Wednesday: | 8:30 AM – 5:00 PM |
Thursday: | 8:30 AM – 5:00 PM |
Friday: | 8:30 AM – 5:00 PM |
Saturday: | Closed |
Sunday: | Closed |
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What we do. Aurum is a hedge fund investment specialist focused solely on selecting hedge funds and managing fund of hedge fund portfolios. Our portfolios are designed to grow and protect our clients' capital, while providing consistent and diversified returns.
At Marcum Wealth, our mission is to provide you with the resources, expertise and technology to help you become an effective CEO of your money.
Aurum Wealth Management Group is a registered investment advisory firm that manages assets for high net worth individuals, 401(K) plans, and the clients of financial planners. Discount is available for Alumni members. Alumnus/a: Eric Wulff '94 Other Alumnus/a: Greg Skoda, Michael McKeown, Jake Adamczyk (440)605-1900 6685 Beta Dr.
Aurum Wealth Management Group LLC is a large advisory firm based in Mayfield Village. It manages $709.09 million of regulatory assets for 825 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Florida, Georgia, and 9 other states.
Aurum Wealth Management Group LLC. 6685 BETA DRIVE, MAYFIELD VILLAGE, OH . 440-605-1900. 440-605-0200. Other Info. Aurum Wealth Management Group LLC is legally known as AURUM WEALTH MANAGEMENT GROUP LLC. It is an OH Limited Liability Company. This firm has 16 employees, of which 12 are employees in advisory roles. It serves 77 clients.
Aurum Wealth Management Group Revenue: $7.00 Million | Employees: 27 | Industry: Investment Banking, 401(K) Plans, Finance | View Aurum Wealth Management Group's full company profile >>> Rocketreach finds email, phone & social media for 450M+ professionals.
Specialties: Aurum Wealth is a registered investment advisory firm that manages assets for high net worth individuals, and 401(K) plans Established in 2006. Aurum was launched on December 15, 2006.
AURUM WEALTH MANAGEMENT GROUP LLC was registered on Aug 12, 2020 as a type company located at 6685 BETA DRIVE, MAYFIELD VILLAGE, OH 44143 USA . The agent name of this company is: SECRETARY OF THE STATE OF CONNECTICUT , and company's status is listed as Active now. Aurum Wealth Management Group Llc has been operating for 2 years 4 months, and 4 ...
(New York City, NY). - Marcum Financial Services, Marcum Wealth Management and Aurum Wealth announced today that their wealth management practices have merged to form Marcum Wealth. Marcum Wealth will become a one-stop team of trusted advisors for families, business owners, and industry professionals. The firm will provide multidisciplined resources and a robust roadmap to guide clients in ...
Marcum Wealth is a large advisory firm with 2429 clients and discretionary assets under management (AUM) of $1,991,610,986 (Form ADV from 2022-11-01). Their last reported 13F filing for Q3 2022 included $659,280,000 in managed 13F securities and a top 10 holdings concentration of 60.09%. Marcum Wealth's largest holding is iShares Core S&P 500 ...