Auxier Asset Management
Firm details
- Headquarters
- Aurora, Oregon
- CRD number
- 107980
- Registered since
- July 1, 1998
- Website
- auxierasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI41.16%
- Investment Companies33.4%
- Corporations / Businesses11.34%
- Individuals11.12%
- Pension & Profit Sharing Plans1.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Auxier Asset Management is an independent registered investment adviser organized as an LLC and SEC-registered since 1998. The firm serves both individual and institutional clients and charges fees based on a percentage of assets under management. Auxier provides financial planning and portfolio management across client types, including individuals/small businesses, investment companies, and institutional/business accounts. The firm does not identify as a capital allocator and is not marked as an active ESG investor or a multi-state pension consultant.
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
- Exchange Traded Equities78%
- US Government Bonds19%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
James Auxier
President and CEOCRD 1085665
Contacts
3 of 5
Christina Badrick
Director of Portfolio ServicesCRD 2017632
Mitchell Iliyn
AnalystCRD 7170528
James Auxier
AnalystCRD 6865653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aurora, OR
Marion
Location
Aurora, OR
Headquartered in Aurora, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Marion
- Address
- 15668 Ne Eilers Rd
- Time zone
- PT (UTC-8)
- Office locations
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