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).
Total Assets Under Management1,414MILLION
Total Number of Accounts362ACCOUNTS
Average Account Value$3,906,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Thaddeus Davis (CRD# 2573951) is an Investment Advisor Representative working at Aureus Asset Management, LLC in Boston, MA and has over 22 years of experience in the finance industry.