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Building 2AUXIER ASSET MANAGEMENT

Map pinAURORA, OR
Phone503-885-8807
NotebookSEC #801-55757
Total AUM
$946.1M
Employees
11
Clients
506

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15668 NE EILERS RD
AURORA
OR 97002
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
503-885-8807

ReceiptFinancials

Total AUM
$946.1M
Accounts
506
Discretionary
$933.6M
Accounts
493
Non-Discretionary
$12.5M
Accounts
13

ContactClients

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Individual Clients
347
AUM
$105.2M
HNW Individual Clients
119
AUM
$389.4M
Investment Company Clients
1
AUM
$315.9M
Pension/Profit Sharing Plan Clients
9
AUM
$15.1M
Charitable Organization Clients
10
AUM
$13.1M
Corporation or Business Clients
20
AUM
$107.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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