Auour Investments LLC
Firm details
- Headquarters
- Woburn, Massachusetts
- CRD number
- 173392
- Registered since
- November 25, 2014
- Website
- auour.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.54%
- Individuals32.49%
- Charitable Organizations2.67%
- Corporations / Businesses1.51%
- Pension & Profit Sharing Plans0.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Auour Investments LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm operates on a percentage-of-AUM fee model and serves individual and family clients alongside institutional relationships. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and does not present itself as a capital allocator; it is not a pension consultant, related adviser, or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities5%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- Private Funds2%
Contacts
3 of 4
Joseph Hosler
Managing PrincipalCRD 1290907
Robert Kuftinec
Managing PrincipalCRD 2299726
Kenneth Doerr
Managing PrincipalCRD 2505854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$528M in ETFs
62%
$325M
10%
$203M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $69M | 785,574 | 13.07% |
Location
Woburn, MA
Middlesex
Location
Woburn, MA
Headquartered in Woburn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 400 Tradecenter
- Time zone
- ET (UTC-5)
- Office locations
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