Auxano Advisors
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 145179
- Registered since
- October 4, 2007
- Website
- auxanoadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.87%
- Individuals10.06%
- Pension & Profit Sharing Plans2.14%
- Corporations / Businesses1.05%
- Charitable Organizations0.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Auxano Advisors is an independent, SEC-registered registered investment adviser operating as an LLC since 2007. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. It also acts as a capital allocator, selecting external managers on behalf of clients and offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and adviser-selection services. Auxano performs insurance brokerage activities in addition to advisory work. The firm does not position itself as an ESG investor and is not flagged as a multi-state or pension consultant adviser.
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 Funds54%
- Exchange Traded Equities31%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities6%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Peter Cline
Founder & CEOCRD 1690570
Contacts
3 of 8
Andrew Matzen
Senior Investment AnalystCRD 7831482
Brian Hill
Director of OperationsCRD 2420959
Davis Walker
Associate Client AdvisorCRD 7191805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$195M in ETFs
63%
$122M
37%
$73M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GMO US QUALITY ETF (QLTY) | GMO | Active | Large Blend | $39.6M | 950,941 | 20.26% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 10900 Ne 4th St
- Time zone
- PT (UTC-8)
- Office locations
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