Auxi Asset Management, LLC

Auxi Asset Management, LLC (CRD# 135421) is a financial advisory firm headquartered in Alamo, CA. They manage $60,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $1,333,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Auxi Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dale R. Haithcock
CRD#: 1593757
402 Railroad Ave, Suite 201, Alamo, CA 94526
93
Wealthminder
score

Dale Haithcock (CRD# 1593757) is an Investment Advisor Representative working at Auxi Asset Management, LLC in Alamo, CA and has over 23 years of experience in the finance industry.

2
Salim Reshwan
CRD#: 2510499
402 Railroad Ave, Suite 201, Alamo, CA 94526
83
Wealthminder
score

Salim Reshwan (CRD# 2510499) is an Investment Advisor Representative working at Auxi Asset Management, LLC in Alamo, CA and has over 21 years of experience in the finance industry.

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