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AUXANO ADVISORS
10900 Ne 4th Street
Suite 1950
Bellevue, Washington 98004
Tel: (425) 889-1261
About AUXANO ADVISORS
AUXANO ADVISORS, formally registered with the SEC as AUXANO ADVISORS. The firm was established in 10/04/2007. They have over 2 offices throughout the country.
AUXANO ADVISORS is a Bellevue, Washington based Financial Planning firm with nearly $1,269,622,086 assets under management, offering retirement planning & investment advisory services to 1887 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145179 |
| SEC# | 801-68424 |
| Assets Managed by Firm | $1,269,622,086 |
| No. of Clients | 1887 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1887 | $1,269,622,086 |
| Individuals (other than high net worth individuals) | 374 | $127,789,865 |
| High net worth individuals | 220 | $1,074,913,560 |
| Pension and profit sharing plans | 5 | $43,063,743 |
| Charitable organizations | Fewer than 5 clients | $14,818,269 |
| Corporations or other businesses | Fewer than 5 clients | $9,036,649 |
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|---|---|---|---|
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