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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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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