AUREUS ASSET MANAGEMENT, LLC

One Winthrop Square
Boston, Massachusetts 02110
Tel: 617.728.8900

About AUREUS ASSET MANAGEMENT, LLC

AUREUS ASSET MANAGEMENT, LLC, formally registered with the SEC as AUREUS ASSET MANAGEMENT, LLC. The firm was established in 10/03/2005. They have over 1 offices throughout the country.

AUREUS ASSET MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $6,956,163,094 assets under management, offering retirement planning & investment advisory services to 842 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136674
SEC#	801-64723
Assets Managed by Firm	$6,956,163,094
No. of Clients	842
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	842	$6,956,163,094
Individuals (other than high net worth individuals)	33	$15,163,521
High net worth individuals	186	$1,666,289,831
Pension and profit sharing plans	11	$55,084,902
Charitable organizations	33	$5,219,624,840

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