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Aureus Asset Management Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "support@investor.com". Views: 168 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Aureus Asset Management, registered in 2005, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 advisors. Aureus Asset Management manages $3.8 billion and provides investment advisory services for 138 clients (1:46 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 12
Minimum Investment $5,000,000
Average Client Balance $27,781,341
Total AUM $3.8 billion
Advisor / Client Ratio 1:46
Headquarters One Winthrop Square Boston, MA 02110
SEC Filings View SEC IAPD CRD #136674
State(s) Registered MA


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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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