Be advised. This firm is no longer registered.

Aub Investments, LLC

Aub Investments, LLC (CRD# 169220) is a financial advisory firm headquartered in , . They manage $1,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Aub Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
Anthony U. Bertolami
CRD#: 1759986
Addison, TX

Anthony Bertolami (CRD# 1759986) is an Investment Advisor Representative working at Aub Investments, LLC in Addison, TX and has over 9 years of experience in the finance industry.

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