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AUOUR INVESTMENTS LLC
400 Tradecenter
Suite 3990
Woburn, Massachusetts 01801
Tel: 978-338-4830
About AUOUR INVESTMENTS LLC
AUOUR INVESTMENTS LLC, formally registered with the SEC as AUOUR INVESTMENTS LLC. The firm was established in 11/25/2014. They have over 1 offices throughout the country.
AUOUR INVESTMENTS LLC is a Woburn, Massachusetts based Financial Planning firm with nearly $316,973,126 assets under management, offering retirement planning & investment advisory services to 775 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173392 |
| SEC# | 801-80544 |
| Assets Managed by Firm | $316,973,126 |
| No. of Clients | 775 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 775 | $316,973,126 |
| Individuals (other than high net worth individuals) | 292 | $93,959,816 |
| High net worth individuals | 68 | $208,108,451 |
| Pension and profit sharing plans | 1 | $2,434,420 |
| Charitable organizations | 3 | $10,191,475 |
| Corporations or other businesses | 6 | $2,278,964 |
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