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Aureus Asset Management, Llc
Boston, Massachusetts
Aureus Asset Management, LLC is a leading investment advisory firm headquartered in Boston, Massachusetts. With a team of 14 dedicated professionals, including 8 experienced investment advisors, Aureus is committed to delivering exceptional financial solutions to its clients. Drawing from its extensive expertise, the firm manages an impressive $5,904,646,000 in assets under management for over 20 individual clients.
Aureus Asset Management sets itself apart in the industry with its high average assets under management per investment advisor, standing at approximately $373,120,000. This figure surpasses the industry average, demon...see more
Assets Under Mgmt
$5.9B
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Aureus Asset Management, Llc
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