Overview
Assets Under Management: $841 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 123
Average Client Assets: $3.1 million
Frequently Asked Questions
AUTUS ASSET MANAGEMENT, LLC 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 #118439), AUTUS ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AUTUS ASSET MANAGEMENT, LLC is headquartered in SCOTTSDALE, AZ.
AUTUS ASSET MANAGEMENT, LLC serves 123 high-net-worth clients according to their SEC filing dated April 11, 2018. View client details ↓
According to their SEC Form ADV, AUTUS ASSET MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
AUTUS ASSET MANAGEMENT, LLC manages $841 million in client assets according to their SEC filing dated April 11, 2018.
According to their SEC Form ADV, AUTUS ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.18%
Average Client Assets: $3.1 million
Total Client Accounts: 1,808
Discretionary Accounts: 1,808
Regulatory Filings
CRD Number: 118439
Filing ID: 1208464
Last Filing Date: 2018-04-11 11:17:00