AUOUR INVESTMENTS LLC
Adviser information for AUOUR INVESTMENTS LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 7 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 739 | $288.8M |
Non-Discretionary | 36 | $28.1M |
Total | 775 | $317.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 292 | $94.0M |
HNW Individuals | 68 | $208.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $2.4M |
Charitable organizations | <5 | $10.2M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 6 | $2.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
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Compensation | % of AUM |
Principal Office
162 MAIN STREETSUITE 2
WENHAM
MA
United States
Monday - Friday, 9AM - 5PM
Tel: 978-338-4830, Fax: 978-338-4835
Chief Compliance Officer
JOSEPH B HOSLER
MANAGING PRINCIPAL
162 MAIN STREET
SUITE 2
WENHAM
MA
United States
Tel:
978-338-4830
Fax:
978-338-4835
J******@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HOSLER, JOSEPH, BYRON | Individual | – | MANAGING MEMBER - CCO | 03/2013 | 25-50% |
KUFTINEC, ROBERT, ZLATKO | Individual | – | MANAGING MEMBER | 05/2013 | 25-50% |
DOERR, KENNETH, JAMES | Individual | – | MANAGING MEMBER | 05/2014 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 219K | 1K | 0 |
ALPHABET INC | CAP STK CL C | 466K | 3K | 0 |
ALPS ETF TR | ALERIAN MLP | 933K | 19K | 0 |
APPLE INC | COM | 2M | 8K | 0 |
ARCH CAP GROUP LTD | ORD | 1M | 11K | 0 |
ATEA PHARMACEUTICALS INC | COM | 586K | 177K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 212K | 521 | 0 |
CINTAS CORP | COM | 354K | 505 | 0 |
ELI LILLY & CO | COM | 272K | 300 | 0 |
EXXON MOBIL CORP | COM | 463K | 4K | 0 |
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 233K | 3K | 0 |
FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 367K | 7K | 0 |
FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 2M | 58K | 0 |
FLEXSHARES TR | FLEXSHARES ULTRA | 1M | 15K | 0 |
HOME DEPOT INC | COM | 289K | 839 | 0 |
INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 208K | 10K | 0 |
ISHARES TR | INTL SEL DIV ETF | 847K | 31K | 0 |
ISHARES TR | TIPS BD ETF | 461K | 4K | 0 |
ISHARES TR | NATIONAL MUN ETF | 249K | 2K | 0 |
ISHARES TR | SHRT NAT MUN ETF | 335K | 3K | 0 |
ISHARES TR | PFD AND INCM SEC | 532K | 17K | 0 |
ISHARES TR | CORE US AGGBD ET | 2M | 20K | 0 |
ISHARES TR | RUSSELL 3000 ETF | 373K | 1K | 0 |
ISHARES TR | RUS 1000 VAL ETF | 5M | 28K | 0 |
ISHARES TR | RUS MDCP VAL ETF | 4M | 32K | 0 |
ISHARES TR | CORE S&P MCP ETF | 292K | 5K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 2M | 6K | 0 |
ISHARES TR | RUSSELL 2000 ETF | 4M | 19K | 0 |
ISHARES TR | CORE MSCI EAFE | 6M | 81K | 0 |
ISHARES TR | RUS 1000 ETF | 2M | 6K | 0 |
ISHARES TR | RUS MD CP GR ETF | 4M | 35K | 0 |
ISHARES TR | GLB INFRASTR ETF | 570K | 12K | 0 |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1M | 20K | 0 |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4M | 78K | 0 |
JANUS DETROIT STR TR | HENDRSON AAA CL | 5M | 105K | 0 |
JOHNSON & JOHNSON | COM | 248K | 2K | 0 |
MICROSOFT CORP | COM | 984K | 2K | 0 |
PIMCO ETF TR | ENHAN SHRT MA AC | 5M | 50K | 0 |
PROCTER AND GAMBLE CO | COM | 556K | 3K | 0 |
PROSHARES TR | PSHS ULTSH 20YRS | 207K | 6K | 0 |
REGENERON PHARMACEUTICALS | COM | 210K | 200 | 0 |
SERES THERAPEUTICS INC | COM | 12K | 17K | 0 |
SHERWIN WILLIAMS CO | COM | 209K | 702 | 0 |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 28M | 803K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 2M | 3K | 0 |
SPDR SER TR | PORTFLI TIPS ETF | 599K | 24K | 0 |
SPDR SER TR | PORTFOLIO INTRMD | 7M | 211K | 0 |
SPDR SER TR | BLOOMBERG 3-12 M | 4M | 45K | 0 |
SPDR SER TR | PORTFLI INTRMDIT | 5M | 194K | 0 |
SPDR SER TR | BLOOMBERG INTL T | 2M | 79K | 0 |
SPDR SER TR | PORTFOLIO LN TSR | 444K | 16K | 0 |
SPDR SER TR | NUVEEN BLMBRG SH | 244K | 5K | 0 |
SPDR SER TR | PORTFOLIO SHORT | 9M | 304K | 0 |
SPDR SER TR | BLOOMBERG 1-3 MO | 27M | 290K | 0 |
SPDR SER TR | PORTFOLIO AGRGTE | 3M | 129K | 0 |
SPDR SER TR | PRTFLO S&P500 GW | 6M | 73K | 0 |
SPDR SER TR | PORTFOLIO S&P500 | 49M | 769K | 0 |
SPDR SER TR | BLOOMBERG HIGH Y | 822K | 9K | 0 |
SPDR SER TR | PRTFLO S&P500 VL | 7M | 137K | 0 |
SSGA ACTIVE ETF TR | ULT SHT TRM BD | 5M | 115K | 0 |
SSGA ACTIVE ETF TR | BLACKSTONE SENR | 495K | 12K | 0 |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 2M | 53K | 0 |
SSGA ACTIVE TR | SPDR BLACKSTONE | 2M | 79K | 0 |
TYRA BIOSCIENCES INC | COM | 1M | 85K | 0 |
VALUED ADVISERS TR | REGAN FLTG RATE | 2M | 87K | 0 |
VANECK ETF TRUST | SHRT HGH YLD MUN | 329K | 15K | 0 |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 5M | 107K | 0 |
VANGUARD INDEX FDS | REAL ESTATE ETF | 563K | 7K | 0 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 7K | 0 |
VANGUARD INDEX FDS | EXTEND MKT ETF | 212K | 1K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 7M | 163K | 0 |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 4M | 70K | 0 |
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 402K | 7K | 0 |
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 5M | 52K | 0 |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 5M | 57K | 0 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 10M | 206K | 0 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2M | 19K | 0 |
WORLD GOLD TR | SPDR GLD MINIS | 730K | 16K | 0 |