Auri

Overview

Auri is a small, corporation-structured advisory firm focused on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm reports state registrations in California and Texas and is owned by an individual proprietor. Fee arrangements include both a percentage-of-AUM schedule and fixed-fee engagements. Auri identifies as an active ESG investor, indicating environmental, social or governance considerations are incorporated into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices