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Auxano Advisors, LLC

● SEC registered since 2007CRD 145179SEC# 801-68424Bellevue, WA
Export (members)
Reg. AUM
$1.45B
Employees
14
Accounts
2,009
Location
Bellevue, WA

Auxano Advisors, LLC assets under management

Auxano Advisors, LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. The firm has been registered since 2007. It reports $1.5 billion in regulatory assets under management and employs 14 people.
auxanoadvisors.comView on SEC.gov ↗

Auxano Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alexander Kanghee LeeClient Advisor10-25%2015
Peter Wesson Cline ControlFounder, Chief Executive Officer, Chief Compliance Officer And Client AdvisorOver 75%2007

Frequently asked questions

How much does Auxano Advisors, LLC manage?

Auxano Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Auxano Advisors, LLC have?

Auxano Advisors, LLC reports 14 employees.

Where is Auxano Advisors, LLC located?

Auxano Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2007.

Does Auxano Advisors, LLC disclose fund performance?

Auxano Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10900 NE 4th Street, Suite 1950, Bellevue, WA 98004
Phone(425) 889-1261
Fax(425) 828-6363
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1811491
Discloses disciplinary historyNo

Assets under management

Discretionary$1.35B
Non-discretionary$102.7M
Total (RAUM)$1.45B