Aureus Wealth Management LLC

Aureus Wealth Management LLC (CRD# 168217) is a financial advisory firm headquartered in , . They manage $1,072,872 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.aureusinvestments.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $153,267
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Aureus Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Duquenne, financial advisor Coral Gables FL
Patrick Duquenne
CRD#: 5094204
Coral Gables, FL

Patrick Duquenne (CRD# 5094204) is an Investment Advisor Representative working at Aureus Wealth Management LLC in Coral Gables, FL and has over 16 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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