Aureus Asset Management, LLC

Aureus Asset Management, LLC (CRD# 136674) is a financial advisory firm headquartered in Boston, MA. They manage $6,956,163,094 in 842 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
One Winthrop Square, Boston, MA 02110
https://www.aureus-asset.com
By the Numbers
  • Total Assets Under Management
    6,956
    MILLION
  • Total Number of Accounts
    842
    ACCOUNTS
  • Average Account Value
    $8,261,476
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
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 Davis, financial advisor Boston MA
Thaddeus H. Davis
CRD#: 2573951
One Winthrop Square, Boston, MA 02110

Thaddeus Davis (CRD# 2573951) is an Investment Advisor Representative working at Aureus Asset Management, LLC in Boston, MA and has over 28 years of experience in the finance industry.

2
Stefan Karlsson, financial advisor Boston MA
Stefan B. Karlsson
CRD#: 4224850
One Winthrop Square, Boston, MA 02110

Stefan Karlsson (CRD# 4224850) is an Investment Advisor Representative working at Aureus Asset Management, LLC in Boston, MA and has over 15 years of experience in the finance industry.

3
Gina Koprowski, financial advisor Boston MA
Gina L. Koprowski
CRD#: 4824550
One Winthrop Square, Boston, MA 02110

Gina Koprowski (CRD# 4824550) is an Investment Advisor Representative working at Aureus Asset Management, LLC in Boston, MA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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