Aureus Asset Management, LLC

Aureus Asset Management, LLC (CRD# 136674) is a financial advisory firm headquartered in Boston, MA. They manage $1,414,000,000 in 362 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,414
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $3,906,077
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 - 1 of 1 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 21 years of experience in the finance industry.

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