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AUGUSTINE ASSET MANAGEMENT INC
1551 Atlantic Blvd
Suite 301
Jacksonville, Florida 32207-3369
Tel: 904-396-6944
About AUGUSTINE ASSET MANAGEMENT INC
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 $477,047,544 assets under management, offering retirement planning & investment advisory services to 408 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105801 |
| SEC# | 801-23187 |
| Assets Managed by Firm | $477,047,544 |
| No. of Clients | 408 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 408 | $477,047,544 |
| Individuals (other than high net worth individuals) | 1 | $528,480 |
| High net worth individuals | 69 | $385,880,815 |
| Pension and profit sharing plans | 1 | $1,630,645 |
| Charitable organizations | 7 | $81,931,065 |
| Corporations or other businesses | 1 | $1,017,838 |
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