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Building 2AUXANO ADVISORS

Map pinBELLEVUE, WA
Phone(425) 889-1261
NotebookSEC #801-68424
Total AUM
$1.8B
Employees
15
Clients
727

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 NE 4TH STREET
SUITE 1950
BELLEVUE
WA 98004
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(425) 889-1261
Other Offices
1

ReceiptFinancials

Total AUM
$1.8B
Accounts
2,286
Discretionary
$1.6B
Accounts
2,186
Non-Discretionary
$137.3M
Accounts
100

ContactClients

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Individual Clients
456
AUM
$178.7M
HNW Individual Clients
268
AUM
$1.5B
Pension/Profit Sharing Plan Clients
1
AUM
$38M
Charitable Organization Clients
1
AUM
$15.7M
Corporation or Business Clients
1
AUM
$18.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHIIDILLAMINYOHORPATXVAWAWI

HandshakeAffiliates

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

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