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Aero Asset Management, LLC. (San Diego)


Aero Asset Management, LLC. is an adviser based in San Diego. It manages $200 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010.

Aero Asset Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aero Asset Management: assets under management

The assets under management (AUM) of Aero Asset Management, LLC. is $200 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $200 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aero Asset Management, LLC. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Aero Asset Management, LLC. performs its advisory services is located at 402 West Broadway, San Diego, CA 92101, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 619-481-3400 or by fax 619-481-3411. The normal business hours are 8 am to 5 pm on Monday - Friday.


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