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| Happy Holidays!! thanks for using AUM13F!! |
| Auour Investments LLC
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|---|---|
| CRD # | 173392 |
| SEC # | 801-80544 |
| CIK # | 0001789310 |
| AUM | $340.9 M (2025-03-25) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 978-338-4830 |
| Address | 400 Tradecenter Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001789310 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 107.7 |
| (b) Individuals (high net worth individuals) | 68 | 215.7 |
| (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 | 2 | 10.7 |
| (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 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 802 | 340.9 |
| By Discretionary | ||
| Discretionary | 730 | 307.3 |
| Non-Discretionary | 72 | 33.6 |
| Total | 802 | 340.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.9 | |
| Total | 802 | 340.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001789310] |
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