Augulis Financial Firm, L.L.C.

Overview

Augulis Financial Firm, L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves primarily individuals and families on a fee basis tied to assets under management. Core client-facing activities are financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm does not act as a capital allocator and is not positioned as a multi-state or pension consultant. It is not identified as an active ESG investor. Industry relationships include affiliations with a law firm and an insurance company, which likely support legal and insurance planning needs for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices