Overview
Assets Under Management: $1.7 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 834
Average Client Assets: $2 million
Frequently Asked Questions
AMERAUDI ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119854), AMERAUDI ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
AMERAUDI ASSET MANAGEMENT, INC. is headquartered in NEW YORK, NY.
AMERAUDI ASSET MANAGEMENT, INC. serves 834 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, AMERAUDI ASSET MANAGEMENT, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
AMERAUDI ASSET MANAGEMENT, INC. manages $1.7 billion in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, AMERAUDI ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 834
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,245
Discretionary Accounts: 335
Non-Discretionary Accounts: 910
Regulatory Filings
CRD Number: 119854
Filing ID: 2025585
Last Filing Date: 2025-11-04 13:31:31
Website: 1