Auxier Asset Management

Auxier Asset Management (CRD# 107980) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $589,906,708 in 372 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5285 Meadows Road, Suite 333, Lake Oswego, OR 97035
http://auxierasset.com
By the Numbers
  • Total Assets Under Management
    590
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $1,585,771
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, FL, OR, TX, WA

Financial Advisors at Auxier Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Christina Badrick, financial advisor Lake Oswego OR
Christina L. Badrick
CRD#: 2017632
5285 Meadows Road, Suite 333, Lake Oswego, OR 97035
93
Wealthminder
score

Christina Badrick (CRD# 2017632) is an Investment Advisor Representative working at Auxier Asset Management in Lake Oswego, OR and has over 23 years of experience in the finance industry.

2
Rita Miller, financial advisor Lake Oswego OR
Rita A. Miller
CRD#: 1364664
5285 Meadows Road, Suite 333, Lake Oswego, OR 97035
93
Wealthminder
score

Rita Miller (CRD# 1364664) is an Investment Advisor Representative working at Auxier Asset Management in Lake Oswego, OR and has over 24 years of experience in the finance industry.

3
Lillian Widolff, financial advisor Lake Oswego OR
Lillian M. Widolff
CRD#: 2395068
5285 Meadows Road, Suite 333, Lake Oswego, OR 97035
93
Wealthminder
score

Lillian Widolff (CRD# 2395068) is an Investment Advisor Representative working at Auxier Asset Management in Lake Oswego, OR and has over 23 years of experience in the finance industry.

4
James Auxier, financial advisor Lake Oswego OR
James J. Auxier
CRD#: 1085665
5285 Meadows Road, Suite 333, Lake Oswego, OR 97035
83
Wealthminder
score

James Auxier (CRD# 1085665) is an Investment Advisor Representative working at Auxier Asset Management in Lake Oswego, OR and has over 34 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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