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Aurelien Capital Partners

Headquartered in CHICAGO, IL

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Firm Information

Aurelien Capital Partners is an investment advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $15.9 million in regulatory assets under management. They also provide selection of other advisers. The firm has 3 licensed agents, 3 investment adviser representatives, and 3 investment advisory functions.

Aurelien Capital Partners

$15.94M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

AURELIEN CAPITAL PARTNERS has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Aurelien Capital Partners

View All 3 Advisors
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Oliver J Kupe

RA

CHICAGO, IL

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Nicole R Meihofer

RA

CHICAGO, IL

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Cameron Wardell Dickerson

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Aurelien Capital Partners.

Frequently Asked Questions (5)

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