1551 Atlantic Blvd
Suite 103
Jacksonville, Florida 32207-3369
Tel: 904-396-6944
AUGUSTINE ASSET MANAGEMENT INC, formally registered with the SEC as AUGUSTINE ASSET MANAGEMENT INC. The firm was established in 02/05/1985. They have over 1 offices throughout the country.
AUGUSTINE ASSET MANAGEMENT INC is a Jacksonville, Florida based Financial Planning firm with nearly $415,010,254 assets under management, offering retirement planning & investment advisory services to 393 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105801 |
SEC# | 801-23187 |
Assets Managed by Firm | $415,010,254 |
No. of Clients | 393 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 393 | $415,010,254 |
Individuals (other than high net worth individuals) | 1 | $148,362 |
High net worth individuals | 70 | $349,858,881 |
Pension and profit sharing plans | 1 | $1,625,467 |
Charitable organizations | 6 | $57,242,207 |
Corporations or other businesses | 1 | $919,760 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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