Aureus Asset Management, LLC

Aureus Asset Management, LLC (CRD# 136674) is a financial advisory firm headquartered in Boston, MA. They manage $1,700,000,000 in 406 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,700
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $4,187,192
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Aureus Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thaddeus H. Davis
CRD#: 2573951
One Winthrop Square, Boston, MA 02110
96
Wealthminder
score

Thaddeus Davis (CRD# 2573951) is an Investment Advisor Representative working at Aureus Asset Management, LLC in Boston, MA and has over 23 years of experience in the finance industry.

2
Stefan B. Karlsson
CRD#: 4224850
One Winthrop Square, Boston, MA 02110
96
Wealthminder
score

Stefan Karlsson (CRD# 4224850) is an Investment Advisor Representative working at Aureus Asset Management, LLC in Boston, MA and has over 9 years of experience in the finance industry.

3
Gina L. Koprowski
CRD#: 4824550
One Winthrop Square, Boston, MA 02110
86
Wealthminder
score

Gina Koprowski (CRD# 4824550) is an Investment Advisor Representative working at Aureus Asset Management, LLC in Boston, MA and has over 13 years of experience in the finance industry. Gina Koprowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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