At Aragon Capital, LLC, we are committed to protecting the privacy and security of your personal information. This Privacy Statement explains how we collect, use, and safeguard your data when communicating with you via SMS as part of our financial advisory services.

1. Information We Collect

When you opt into our SMS communications, we may collect and process:

  • Your mobile phone number (required for SMS delivery).
  • Your name and client identification details (to verify identity and personalize messages).
  • Records of communications (to maintain service quality and compliance).

2. Purpose of SMS Communications

We use SMS messaging solely to:

  • Provide updates related to your existing financial advisory services.
  • Share important account or portfolio information.
  • Respond to your inquiries or schedule consultations.
  • Deliver compliance-related notices (if applicable).

We do not use SMS for promotional marketing, third-party advertising, or selling products.

3. Consent & Opt-In/Opt-Out

  • Opt-In: You provide consent by explicitly agreeing to receive SMS messages (e.g., during onboarding, via a signed agreement, or through a verified request).
  • Opt-Out: You may unsubscribe at any time by replying STOP to any message or contacting us at info@aragoncap.com or +1 (786) 529-6540.

4. Data Security & Confidentiality

  • We implement industry-standard security measures to protect your information.
  • SMS messages may contain sensitive financial details; we recommend securing your mobile device.
  • We do not share your data with third parties unless required by law or with your explicit consent.

5. Compliance with Regulations

Our SMS practices comply with:

  • TCPA (Telephone Consumer Protection Act) – U.S. regulations on consent and opt-out rights.
  • GLBA (Gramm-Leach-Bliley Act) – Protects financial data privacy.
  • Other applicable financial industry regulations.

6. Retention of Data

We retain your contact information only as long as necessary to fulfill the purposes outlined in this statement or as required by law.

7. Changes to This Privacy Statement

We may update this policy periodically. The latest version will always be available on our website www.aragoncapital.com

8. Contact Us

For privacy-related questions or concerns, please contact:
📧 info@aragoncap.com
📞 +1 (786) 529-6540