Aureus Wealth Management LLC
Aureus Wealth Management LLC (CRD# 168217) is a financial advisory firm headquartered in Miami, FL. They manage $7,867,893 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$414,100
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Patrick Duquenne (CRD# 5094204) is an Investment Advisor Representative working at Aureus Wealth Management LLC in Miami, FL and has over 9 years of experience in the finance industry.