Auxi Asset Management, LLC
Auxi Asset Management, LLC (CRD# 135421) is a financial advisory firm headquartered in Danville, CA. They manage $98,500,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Auxi Asset Management, LLC
By the Numbers
-
Total Assets Under Management99MILLION
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Total Number of Accounts55ACCOUNTS
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Average Account Value$1,790,909
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Auxi Asset Management, LLC
1
Dale Haithcock (CRD# 1593757) is an Investment Advisor Representative working at Auxi Asset Management, LLC in Danville, CA and has over 30 years of experience in the finance industry.
2
Salim Reshwan (CRD# 2510499) is an Investment Advisor Representative working at Auxi Asset Management, LLC in Danville, CA and has over 28 years of experience in the finance industry.
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