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, individually owned registered investment adviser. The firm has been SEC-registered since 2014 and works principally with individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and fees are charged as a percentage of assets under management. The firm does not identify as an ESG-focused investor and does not operate as a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$532M in ETFs
65%
$343M
10%
$189M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $59.2M | 659,995 | 11.14% |
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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