← Back to searchVisit website
AUOUR INVESTMENTS LLC
CRD 173392 · SEC 801-80544
400 TRADECENTER, SUITE 3990, WOBURN, MA, 01801, United States
Phone
978-338-4830
Fax
978-338-4835
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$378.0M
Discretionary AUM
$354.4M
Team
7 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $122.8M |
| High net worth individuals | 67 | $236.4M |
| Pension/profit sharing plans | 1 | $3.0M |
| Charitable organizations | 3 | $10.1M |
| Corporations/business entities | 8 | $5.7M |
States served
CA, ME, MD, MA, NY, NC, OK, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD