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| Happy Holidays!! thanks for using AUM13F!! |
| Auxier Asset Management LLC
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| CRD # | 107980 |
| SEC # | 801-55757 |
| CIK # | 0001105863 |
| AUM | $855.3 M (2025-03-11) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 503-885-8807 |
| Address | 15668 NE Eilers Rd Aurora, OR 97002 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 50.2 | ||
| Philip Morris International Inc | 38.3 | ||
| Kroger Co | 25.3 | ||
| UnitedHealth Group Inc | 20.1 | ||
| Bank of New York Mellon Corp | 19.6 | ||
| Mastercard Inc | 19.2 | ||
| Alphabet Inc | 15.8 | ||
| Bank of America Corp /DE/ | 15.1 | ||
| Wellpoint Inc | 14.3 | ||
| VISA Inc | 14.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 352 | 107.5 |
| (b) Individuals (high net worth individuals) | 113 | 340.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 281.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 15.2 |
| (h) Charitable organizations | 10 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 97.9 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 855.3 |
| By Discretionary | ||
| Discretionary | 491 | 842.7 |
| Non-Discretionary | 15 | 12.6 |
| Total | 506 | 855.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 855.3 | |
| Total | 506 | 855.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001105863] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roehl & YI Investment Advisors LLC
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|
OR | 0.9 |
|
Pacific Sage Partners LLC
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|
WA | 0.9 |
|
Folger Nolan Fleming Douglas Incorporated
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DC | 0.9 |
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MEOW Advisory LLC
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0.9 | |
|
Jackson Wealth Management LLC
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|
FL | 0.9 |
|
Verita Strategic Wealth Partners LLC
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|
0.9 | |
|
Blue Bell Private Wealth Management LLC
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|
PA | 0.9 |
|
TSFG LLC
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|
IL | 0.9 |
|
Dillon & Associates Inc
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|
MI | 0.9 |
|
Hartline Investment Corp
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|
IL | 0.9 |