Ursula
Auger
Keating Investment Counselors Inc
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About this Advisor
Ursula Auger is a certified financial planner and chartered financial analyst based in Delray Beach, Florida with 5 years of relevant experience. Auger is an advisor for Keating Investment Counselors Inc. Their career trajectory has included roles at Value Walk, Handwerk Wealth, Nylife Secs/The Bridge Group, Castle Wealth Management, Keating Investment Counselors, Planwyz Inc and Cfa Society Of South Florida. Auger has a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Florida. Keating Investment Counselors Inc is an advisory business based out of Delray Beach, FL. It oversees $322 million in total assets between its 327 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves two charitable organizations. Of its 327 client accounts, 58% belong to high-net-worth clients who have more than $1 million in investable assets. Keating Investment Counselors Inc has a set of services, including portfolio management for individuals and small businesses and other services. Financial management fees typically vary depending on which services the firm provides the client. However, fees billed by Keating Investment Counselors Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keating Investment Counselors Inc Brokerage Details
$322,127,916
3
327
$985,101
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Ursula Auger Work History
Ursula has been registered as a financial advisor for 5 years.*
Keating Investment Counselors
Cfa Society Of South Florida
Planwyz Inc
Castle Wealth Management
Value Walk
Handwerk Wealth
Nylife Secs/The Bridge Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ursula Auger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keating Investment Counselors Inc
Delray Beach, FL
Delray Beach, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
