Auri

Overview

Auri is a small corporate RIA that focuses on fee-based advisory services for individuals and small businesses. The firm emphasizes equity exposure in client portfolios and identifies as an active ESG investor, meaning environmental, social and governance criteria are incorporated into its public market selections. Service offerings center on financial planning, discretionary portfolio management and educational seminars or workshops, suggesting a client-facing, advisory-first model rather than institutional consulting or large-scale capital allocation. Despite limited asset scale, Auri shows an openness to third‑party alternative fund managers, indicating it can add non‑traditional exposure to client portfolios alongside its public-market equity work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices