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 focuses on individuals and families and charges fees as a percentage of assets under management. Its advisory services span financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside managers. Auxano also conducts insurance brokerage activities and describes itself as a capital allocator rather than a pure one-product manager. The firm does not position itself as an active ESG investor.
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 Funds54%
- Exchange Traded Equities31%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities6%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Peter Cline
Founder & CEOCRD 1690570
Contacts
3 of 8
Davis Walker
Associate Client AdvisorCRD 7191805
Dwight Whiting
PartnerCRD 4904938
Alexander Lee
PartnerCRD 2220618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$195M in ETFs
63%
$122M
37%
$73M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GMO US QUALITY ETF (QLTY) | GMO | Active | Large Blend | $39.6M | 950,941 | 20.26% |
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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