


Aurelius Legacy Partners Revenue
Financial Services • Boca Raton, Florida, United States • 1-10 Employees
Aurelius Legacy Partners revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Aurelius Legacy Partners
Anthony D'Angelo
Chief Executive Officer
Company overview
| Headquarters | 2600 N Military Trail, 420, Boca Raton, Florida 33431, US |
| Phone number | +15613143100 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Protection, Investment Management, Legacy Creation, Holistic Financial Advice, Tax-Efficient Strategies, Business Exit & Succession Planning, Executive & Corporate Benefits, Retirement & Ltc Consulting, Trust & Estate Preservation |
| Employees | 1-10 |
| Socials |
Aurelius Legacy Partners Email Formats
Aurelius Legacy Partners uses 1 email format. The most common is {first name} (e.g., john@aureliuslp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@aureliuslp.com | 100% |
About Aurelius Legacy Partners
Aurelius Legacy Partners is a financial services company led by advisors who represent a wealth of industry experience and are driven by a shared commitment to connect and collaborate with you. Our independent structure and open architecture enable us to prioritize our clients’ needs over the interests of large financial institutions. Our name is inspired by the ancient Roman emperor and philosopher, Marcus Aurelius, who believed that every individual has the power to shape their own destiny through the choices they make. Our mission is to empower you to make informed and outcome-driven decisions for today, not just tomorrow. Aurelius helps you navigate your financial world with a well-coordinated, collaborative effort by a dedicated team of specialists from the investment, insurance, estate, legal, and tax disciplines. Together with our clients, we’re asking the bigger questions and contributing to a more confident future. We don't settle for the status quo. We challenge ourselves, our industry, and the world to think bigger and better. Because the more we question, the more we can do. Connect with us for insights on how to begin building your financial legacy and more information on culture and careers at Aurelius. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-7637. Aurelius Legacy Partners is unaffiliated with HTK. 8204216RG_Jul27
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Aurelius Legacy Partners has 1 employees across 1 departments.
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Number of employees
Funding Data
Aurelius Legacy Partners has never raised funding before.
Aurelius Legacy Partners Tech Stack
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