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AUREUS ASSET MANAGEMENT, LLC
AUREUS ASSET MANAGEMENT, LLC
BOSTON, Massachusetts
·
10 registered advisors
·
CRD# 136674
SEC# 801-64723
0
617.728.8900
01
Firm Overview
AUM
$7.0B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at AUREUS ASSET MANAGEMENT, LLC
10 registered advisors
Brennan Michael Jones
BOSTON, Massachusetts
CRD# 5575006
Carlos J. Shigueta
BOSTON, Massachusetts
CRD# 4221698
David Witherspoon Scudder
BOSTON, Massachusetts
CRD# 4393569
Gina L. Koprowski
BOSTON, Massachusetts
CRD# 4824550
Karen Mindy Firestone
BOSTON, Massachusetts
CRD# 5031758
Michael Wellington Kellogg
BOSTON, Massachusetts
CRD# 2658626
Stacey Jane Atkinson
BOSTON, Massachusetts
CRD# 5031759
Stefan Bengt Emil Karlsson
BOSTON, Massachusetts
CRD# 4224850
Thaddeus Hallock Davis
BOSTON, Massachusetts
CRD# 2573951
Todd A Basnight
BOSTON, Massachusetts
CRD# 7530816
05
Office Locations
BOSTON, Massachusetts
10 advisors
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Data sourced from SEC Form ADV filings. AUREUS ASSET MANAGEMENT, LLC (CRD# 136674) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.