Auric Capital Partners

Auric Capital Partners

金融服务

Aliso Viejo,California 984 位关注者

关于我们

Auric Capital Partners is an independent financial solutions firm, dedicated to helping smart successful people make smart successful decisions about their financial lives. We launched our firm in order to provide a better, more personalized experience for our clients – including access to objective financial planning, a complete array of investment solutions, and leading technology. We build longstanding, loyal relationships, driven by our tenacity to deliver best possible outcomes. Our four founding partners have over 100 years of collective experience as wealth advisors. Based in Southern California: William A. Schellenberg; Jay Tamkoc, CRPC?; Luke McKelvy, CIMA; Jeffrey A. DeWees, CPFA, CRPS, CIMA Visit our website www.auriccapital.com to learn more about how Auric can help you pursue the goals you have for yourself and your family. And call on us to discuss how we can help you gain back time, so you can focus on what is most important in your life.

网站
https://www.auriccapital.com/
所属行业
金融服务
规模
11-50 人
总部
Aliso Viejo,California
类型
私人持股
创立
2022

地点

  • 主要

    30 Enterprise

    Suite 100

    US,California,Aliso Viejo,92656

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  • 3461 Ringsby Ct

    US,Colorado,Denver,80216

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