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Auxin Group Wealth Management LLC
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CRD # | 226599 |
SEC # | 801-118008 |
CIK # | |
AUM | $257.3 MM (2024-03-26) |
Employees | 7 (57% Investors, 14% Brokers) |
Phone | 330-237-1030 |
Address | 2923 Smith Road Akron, OH 44333 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 295 | 179.8 |
(b) Individuals (high net worth individuals) | 69 | 61.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 6 | 14.0 |
(g) Pension and profit sharing plans | 4 | 1.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,466 | 257.3 |
By Discretionary | ||
Discretionary | 1,444 | 247.2 |
Non-Discretionary | 22 | 10.1 |
Total | 1,466 | 257.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 257.3 | |
Total | 1,466 | 257.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Turn8 Private Wealth Inc
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|
0.3 | |
Summit Group Retirement Planners Inc
✚
|
PA | 0.3 |
Christy Capital Management Inc
✚
|
GA | 0.3 |
BETO Financial Group LLC
✚
|
ID | 0.3 |
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
Heritage Wealth Architects Inc
✚
|
MN | 0.3 |
Assetgrade LLC
✚
|
MA | 0.3 |
Optivise Advisory Services LLC
✚
|
TN | 0.3 |
The Nalls Sherbakoff Group LLC
✚
|
TN | 0.3 |
Wetzel Investment Advisors Inc
✚
|
IN | 0.3 |