Joseph
Hosler

Auour Investments LLC

CRD#1290907
Investment Advisor
in Wenham, MA

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About this Advisor

Joseph Hosler is a financial advisor based in Wenham, Massachusetts, working with Auour Investments LLC. Joseph has previously held positions at Keystone Capital Corporation, Auour Advisory, and Integrity Financial Advisors, LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Joseph is part of Auour Investments LLC, which operates out of Wenham, Massachusetts. The firm has 7 employees and manages assets totaling $317.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Auour Investments LLC includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

162 Main Street Suite 2
Wenham, MA 01984

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Auour Investments LLC Brokerage Details

Total Assets Under Management

$316,973,126

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

775

MA Average: 4,567
Average Account Size

$408,998

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Joseph Hosler Work History

2021 - Present (4 years)

Integrity Financial Advisors, LLC

2013 - Present (12 years)

Auour Advisory

2013 - 2015 (2 years)

Keystone Capital Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Hosler 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 Auour Investments LLC

Mark Naylor
Wenham, MA
Kenneth Doerr
Wenham, MA
Joseph Hosler
Wenham, MA
Robert Kuftinec
Wenham, MA

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