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Building 2AUOUR INVESTMENTS LLC

Map pinWOBURN, MA
Phone978-338-4830
NotebookSEC #801-80544
Total AUM
$378M
Employees
7
Clients
375

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 TRADECENTER
SUITE 3990
WOBURN
MA 01801
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
978-338-4830

ReceiptFinancials

Total AUM
$378M
Accounts
833
Discretionary
$354.4M
Accounts
813
Non-Discretionary
$23.7M
Accounts
20

ContactClients

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Individual Clients
296
AUM
$122.8M
HNW Individual Clients
67
AUM
$236.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
3
AUM
$10.1M
Corporation or Business Clients
8
AUM
$5.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMDMENCNHOKPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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