Aua Capital Management, LLC is a large advisory firm based in Camp Hill. It manages $196.86 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Delaware, New Jersey, New York, and Pennsylvania.
Aua Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and general consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aua Capital Management, LLC is $196.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% 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 Aua Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of Michael E. Salerno is high net worth individuals with 58 clients and $180.11 million of assets under management. Among the 8 most similar advisory firms, Aua Capital Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $196.84 million for 59 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Aua Capital Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael E. Salerno has been acting as President since 1 Jul 2013. Llc Aua Family Office Management joined the executive team most recently as the Member.
The principal office where Aua Capital Management, LLC performs its advisory services is located at 2331 Market Street, Suite L, Camp Hill, PA 17011, which is also the mailing address of the firm. An additional office of the firm is in Conshohocken, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (717) 635-9220 or by fax (484) 452-3665. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at auacapital.com.