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 organized as an LLC and operating since 2007. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Auxano functions as a capital allocator and offers traditional advisory services — financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of outside advisers. It also operates as an insurance broker. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1PETER CLINE
Founder & CEOCRD 1690570
Contacts
3 of 8ANDREW 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 68Active vs passive
$174M in ETFs
62%
$107M
37%
$66.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GMO US QUALITY ETF (QLTY) | GMO | Active | Large Blend | $34.5M | 953,440 | 19.80% |
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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