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THE ARANDA GROUP ADVISORS, LLC
CRD 302100File 801-117280
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$233.7M
Below cohort median (national)
Discretionary AUM
$213.3M
Non-discretionary $20.4M
Clients
159
432 accounts
Employees
8
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 30, 2019
- Principal office
- 724 OLD YORK ROAD, JENKINTOWN, PA, 19046
- Phone
- 215-576-6666
- Website
- http://www.arandagroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $233.7M
- Discretionary AUM
- $213.3M
- Non-discretionary AUM
- $20.4M
- Discretionary accounts
- 359
- Non-discretionary accounts
- 73
- Total accounts
- 432
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.9M |
| High net worth individuals | 42 | $204.9M |
| Individuals (other than high net worth individuals) | 114 | $27.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.