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Building 2AUTUS ASSET MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone(480) 348-1800
NotebookSEC #801-62176
Total AUM
$1.4B
Employees
12
Clients
2,408

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
16435 NORTH SCOTTSDALE ROAD
SUITE 105
SCOTTSDALE
AZ 85254
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(480) 348-1800
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,407
Discretionary
$1.4B
Accounts
2,407
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,303
AUM
$321.6M
HNW Individual Clients
1,099
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$4.7M
Charitable Organization Clients
4
AUM
$21.5M
Investment Advisor Clients
1
AUM
$31.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLIAILLAMAMIMNNENHNJNMNVNYOHOKORSDTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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