Comus Investment, LLC

RIASEC Registered
Total AUM
$420K
Discretionary
$420K
100% of AUM
Avg account
$105K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
285941
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Comus Investment, LLC is a small, individual-owned limited liability company that provides discretionary portfolio management to both individuals/small businesses and to businesses or institutional clients. The firm charges a combination of asset-based fees and performance-linked fees. It does not identify as an active ESG investor, is not registered as a multi-state advisor, and is not designated as a capital allocator or pension consultant in the available records. Classification is listed as unclassified and the firm is not reported as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Aaron Saunders

    Aaron Saunders

    Owner and ManagerCRD 6728534

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth