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Auour Investments LLC
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CRD # | 173392 |
SEC # | 801-80544 |
CIK # | 0001789310 |
AUM | $317.0 MM (2024-03-25) |
Employees | 7 (57% Investors, 0% Brokers) |
Phone | 978-338-4830 |
Address | 162 Main Street Wenham, MA 01984 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 292 | 94.0 |
(b) Individuals (high net worth individuals) | 68 | 208.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 2.4 |
(h) Charitable organizations | 3 | 10.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 6 | 2.3 |
(n) Other | 0 | 0.0 |
Total | 775 | 317.0 |
By Discretionary | ||
Discretionary | 739 | 288.8 |
Non-Discretionary | 36 | 28.1 |
Total | 775 | 317.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 317.0 | |
Total | 775 | 317.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001789310] |
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