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Building 2AUREUS ASSET MANAGEMENT, LLC

Map pinBOSTON, MA
Phone617.728.8900
NotebookSEC #801-64723
Total AUM
$8.4B
Employees
14
Clients
362

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WINTHROP SQUARE
BOSTON
MA 02110
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
617.728.8900

ReceiptFinancials

Total AUM
$8.4B
Accounts
954
Discretionary
$2.2B
Accounts
914
Non-Discretionary
$6.2B
Accounts
40

ContactClients

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Individual Clients
61
AUM
$36M
HNW Individual Clients
278
AUM
$2.1B
Pension/Profit Sharing Plan Clients
6
AUM
$32.2M
Charitable Organization Clients
17
AUM
$6.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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