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AUXIER ASSET MANAGEMENT
15668 Ne Eilers Rd
Aurora, Oregon 97002
Tel: 503-885-8807
About AUXIER ASSET MANAGEMENT
AUXIER ASSET MANAGEMENT, formally registered with the SEC as AUXIER ASSET MANAGEMENT. The firm was established in 07/01/1998. They have over 1 offices throughout the country.
AUXIER ASSET MANAGEMENT is a Aurora, Oregon based Financial Planning firm with nearly $831,681,710 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107980 |
| SEC# | 801-55757 |
| Assets Managed by Firm | $831,681,710 |
| No. of Clients | 504 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 504 | $831,681,710 |
| Individuals (other than high net worth individuals) | 358 | $112,882,778 |
| High net worth individuals | 104 | $312,498,747 |
| Pension and profit sharing plans | 9 | $13,810,638 |
| Charitable organizations | 9 | $8,756,542 |
| Corporations or other businesses | 23 | $109,422,163 |
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