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

402 Railroad Ave, Suite 201, Danville, CA 94526

By the Numbers

Total Assets Under Management

99

MILLION
Total Number of Accounts

55

ACCOUNTS
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.

Financial Advisors at Auxi Asset Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Dale R. Haithcock

CRD#: 1593757

402 Railroad Ave, Suite 201, Danville, CA 94526

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.

Salim Reshwan

CRD#: 2510499

402 Railroad Ave, Suite 201, Danville, CA 94526

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.

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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