Aura Asset Management, Inc. is a large advisory firm based in Birmingham. It manages $25.86 million of regulatory assets for 401 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 27 other states.
Aura Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aura Asset Management, Inc. is $25.86 million. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aura Asset Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Timothy Michael Gautney has been acting as President since 1 Oct 2003. Jean Tate Newman joined the executive team most recently as the Secretary/Treasurer.
The principal office where Aura Asset Management, Inc. performs its advisory services is located at 181 West Valley Avenue, Birmingham, AL 35209, which is also the mailing address of the firm. An additional office of the firm is in Wakefield, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 205-795-2555 or by fax 205-795-2548. The normal business hours are 8:00 a.m. to 5:00 p.m. (central) on Monday - Friday.