Joseph
Hosler
Auour Investments LLC
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About this Advisor
Joseph Hosler is a chartered financial analyst operating in Wenham, Massachusetts with a total of 8 years of industry experience. Hosler is an employee of Auour Investments LLC. During their career, the advisor has held roles at Cadaret, Grant & Co., Inc, Hms Financial Group, Keystone Capital Corporation, Auour Advisory and Integrity Financial Advisors, LLC. Hosler holds a Series 63 license, designating them as a securities agent, and is able to operate in Massachusetts and Texas. Auour Investments LLC is a registered investment business based in Wenham, MA. It handles $288 million in total assets between its 695 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 695 accounts, 20% are associated with high-net-worth clients who have at least $1 million in investable assets. Auour Investments Llc provides portfolio management for individuals and small businesses. Fees for financial management depend on the financial services offered. Fees billed by Auour Investments LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Auour Investments LLC Brokerage Details
$287,987,510
6
695
$414,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Joseph Hosler Work History
Joseph has been registered as a financial advisor for 8 years.*
Integrity Financial Advisors, LLC
Auour Advisory
Cadaret, Grant & Co., Inc
Hms Financial Group
Keystone Capital Corporation
*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 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
Wenham, MA
Wenham, MA
Wenham, MA
Wenham, MA
Wenham, MA
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