Auour Advisory LLC is a multi-state adviser based in Wenham. It manages $75.84 million of regulatory assets for 368 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.
Auour Advisory provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Auour Advisory LLC is $75.84 million. The firm's AUM has grown by 125% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Auour Advisory LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Auour Advisory LLC performs its advisory services is located at 162 Main Street, Wenham, MA 01984, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 978-338-4830 or by fax 978-338-4835. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at auour.com.