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).

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 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 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 25 years of experience in the finance industry.

3
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 24 years of experience in the finance industry.

4
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.

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