Advisor at Aurora Pointe Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aurora Pointe Capital Management, LLC
Location
Vienna, VA 22182
Credentials
CFP®, CFA®, Series 63
Industry experience
8 years
Eric Montemaggi is a CFP® and CFA® with eight years of industry experience. He is the principal of Aurora Pointe Capital Management, LLC, an independent registered investment adviser he joined in 2022. Prior to that, he worked at Northwestern Mutual Investment Services LLC, ISS Institutional Shareholder Services, Sandy Spring Bank West Financial Services, and Fourteenth Street Capital LLC. Aurora Pointe Capital Management provides discretionary portfolio management and financial planning services to both individual and institutional clients. The firm emphasizes a low-cost index ETF core supplemented with selective active management and conducts regular portfolio reviews to align with each client’s Investment Policy Statement.
Based on Aurora Pointe Capital Management, LLC
$2,500 to $20,000, negotiable
$0 - $500,000: 1.00% $500,001 - $2,500,000: 0.85% $2,500,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Account minimum: $500,000 minimum
1934 Old Gallows Road, Suite 350
Vienna, VA 22182
Virginia
Aurora Pointe Capital Management, LLC
2022 - Present (4 years)
Northwestern Mutual Investment Services LLC
2018 - 2021 (3 years)
ISS Institutional Shareholder Services
2018 - 2018 (1 year)
N/a
2017 - 2017 (1 year)
Sandy Spring Bank West Financial Services
2016 - 2017 (1 year)
Fourteenth Street Capital LLC
2013 - 2016 (3 years)
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