Aurelius Family Office Revenue

Financial Services • 3 Executive Park Dr, Suite 261, United States • 1-10 Employees

Aurelius Family Office revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Aurelius Family Office

Melissa Geracimos

Director, Financial Planning

Heather Wolfe

Managing Director, Operations

Greg G. Barishian

Director, Tax Planning

Company overview

Headquarters	3 Executive Park Dr, Suite 261, Bedford, New Hampshire 03110, US
Phone number	+16034136060
Website	aurelius.net
NAICS	52
Keywords	Tax Planning, Financial Planning, Estate Planning, Investment Management, Generational Wealth
Founded	2023
Employees	1-10
Socials

Aurelius Family Office Email Formats

Aurelius Family Office uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@aurelius.net), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@aurelius.net	100%

About Aurelius Family Office

Aurelius Family Office, LLC is a registered investment adviser based in Bedford, NH. We offer discretionary portfolio management services, and our investment advice is tailored to meet our clients' needs and investment objectives. Our team develops personalized planning solutions for clients who may have complex financial challenges.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Aurelius Family Office has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Aurelius Family Office has never raised funding before.

Aurelius Family Office Tech Stack

Discover the technologies and tools that power Aurelius Family Office's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

WP Rocket

Caching

jQuery UI

JavaScript libraries

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Kinsta

Hosting

Google Analytics

Analytics

Frequently asked questions

Aurelius Family Office is located in 3 Executive Park Dr, Suite 261, US.

You can reach Aurelius Family Office at +16034136060.

Aurelius Family Office generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Aurelius Family Office has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Aurelius Family Office was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Aurelius Family Office has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Aurelius Family Office

Melissa Geracimos

Director, Financial Planning

Heather Wolfe

Managing Director, Operations

Greg G. Barishian

Director, Tax Planning

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