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 registered investment adviser formed in 2014 and organized as a limited liability company with individual ownership. The firm serves both individuals and families as well as institutional clients, and charges clients on a percentage-of-AUM fee basis. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Auour does not identify itself as a capital allocator, and it does not report active ESG investing or multi-state adviser status.
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%
Contacts
3 of 4JOSEPH HOSLER
Managing PrincipalCRD 1290907
ROBERT KUFTINEC
Managing PrincipalCRD 2299726
KENNETH DOERR
Managing PrincipalCRD 2505854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$485M in ETFs
62%
$303M
10%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $60.8M | 794,899 | 12.53% |
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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