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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 1 offices throughout the country.
AUXANO ADVISORS is a Bellevue, Washington based Financial Planning firm with nearly $1,024,874,400 assets under management, offering retirement planning & investment advisory services to 1703 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 145179 |
| SEC# | 801-68424 |
| Assets Managed by Firm | $1,024,874,400 |
| No. of Clients | 1703 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1703 | $1,024,874,400 |
| Individuals (other than high net worth individuals) | 364 | $137,439,800 |
| High net worth individuals | 171 | $835,670,500 |
| Pension and profit sharing plans | 5 | $35,533,900 |
| Charitable organizations | Fewer than 5 clients | $15,583,200 |
| Corporations or other businesses | Fewer than 5 clients | $647,000 |
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|---|---|---|---|
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