Auxo Investment Partners, LLC
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Overview
Auxo Investment Partners, LLC is a financial advisor company headquartered in Grand Rapids, Michigan. It has $275.9 million in assets throughout 12 customer accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). The company has a small group, including 6 financial advisors. Auxo Investment Partners, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, stocks and options.
Auxo Investment Partners, LLC administers all of the company's accounts on a discretionary basis. Discretionary management means that transaction choices for the client's account are made by a portfolio manager without requiring client consent. The firm administers an average of $23.0 million in assets for every customer account. An average advisor at Auxo Investment Partners, LLC manages about two client accounts, placing it among the most individualized advisor firms in the country.
The company's main office is at 38 Commerce Ave. Sw, Grand Rapids, Michigan 49503. The company is legally allowed to serve investors in the state of Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Auxo Investment Partners, LLC by the Numbers
$275.9 million
13
12
$23.0 million
Fee Structure
Fees for financial management largely depend on which services the firm provides the client. However, fee types billed by the firm can be comprised of any blend of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 12 customers, Auxo Investment Partners, LLC's biggest client is pooled investment vehicles. None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Auxo Investment Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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