James
Auxier

Auxier Asset Management

CRD#1085665
Investment Advisor
in Aurora, OR

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About this Advisor

James Auxier is a financial advisor based in Aurora, Oregon, working with Auxier Asset Management. James has previously held positions at Auxier Asset Management and Foreside Fund Services, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, James is part of Auxier Asset Management, which operates out of Aurora, Oregon. The firm has 12 employees and manages assets totaling $831.7 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, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Auxier Asset Management includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

15668 Ne Eilers Road
Aurora, OR 97002

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Auxier Asset Management Brokerage Details

Total Assets Under Management

$831,681,710

OR Average: $1,120,203,312
Total Number of Employees

12

OR Average: 50
Total Number of Accounts

504

OR Average: 1,309
Average Account Size

$1,650,162

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

James Auxier Work History

1998 - Present (26 years)

Auxier Asset Management

2014 - 2021 (7 years)

Foreside Fund Services, LLC

Disclosures

Please visit the SEC profile of James Auxier 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 Auxier Asset Management

Luke Auxier
Aurora, OR
Mitchell Iliyn
Aurora, OR
James Auxier
Aurora, OR
Lillian Widolff
Aurora, OR
James Auxier
Aurora, OR
Christina Badrick
Aurora, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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