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Aragorn Ltd. (Braintree)


Aragorn Ltd. is an adviser based in Braintree. It manages $44.86 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, and Texas.

Aragorn 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.

Aragorn: assets under management

The assets under management (AUM) of Aragorn Ltd. is $44.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aragorn Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Braintree

The principal office where Aragorn Ltd. performs its advisory services is located at 420 Washington Street, Braintree, MA 02184, which is also the mailing address of the firm. An additional office of the firm is in Wrentham, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-848-9250 or by fax 781-843-2344. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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