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Aureus Asset Management logo — Contemporary Wealth Management

Aureus Asset Management

Contemporary Wealth Management

Founded 2005 United States Boston, United States 15 employees Finance, Wealth Management

General Information

Company Name Aureus Asset Management
Founded Year 2005
Location United States Boston, United States
Employees 15
Industries Finance, Wealth Management
Social

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About Aureus Asset Management

Aureus Asset Management, co-founded by chairman and CEO Karen Firestone in 2005, is an independent investment firm with a focus on serving high-net-worth individuals, families, and institutional investors. The company has established a contemporary wealth management model by incorporating advanced investing methodology from leading endowments and institutions. Aureus' investment philosophy is based on Personalization, Diversification, Concentration, and Active Management. As a privately held firm, Aureus offers fee-only investment advice to its clients. Operating within the Finance and Wealth Management industries, Aureus is headquartered in the United States. The company does not have publicly disclosed information regarding its last investment or investors.

Taxonomy: Wealth Management, Investment Firm, High-net-worth Individuals, Institutional Investors, Endowment Investing, Fee-only Investment Advice, Personalized Investment Services, Diversified Portfolios, Active Investment Management, Private Wealth Management, Financial Advisory, Financial Planning, Investment Philosophy, Concentration Strategies

No funding data available for Aureus Asset Management yet.

Aureus Asset Management Alternatives & Competitors

Aureus Asset Management vs
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC United States

Building and Preserving Your Wealth

7 employees
Finance, Financial Services
Aureus Asset Management vs
Capital Wealth Planning, LLC
Capital Wealth Planning, LLC United States

CWP is a fee-based, SEC Registered Investment Advisory firm, specializing in proprietary equity stra...

35 employees
Finance, Financial Services
Aureus Asset Management vs
Hohimer Wealth Management
Hohimer Wealth Management United States

INVEST TODAY in Tomorrow's Dreams

15 employees
Finance, Financial Services

FAQ About Aureus Asset Management

Contemporary Wealth Management
Aureus Asset Management was founded in 2005.
Aureus Asset Management is headquartered in Boston, United States.
Aureus Asset Management operates in Finance and Wealth Management. Its work centres on Wealth Management, Investment Firm, High-net-worth Individuals and Institutional Investors.
Aureus Asset Management has approximately 15 employees.
Top alternatives and competitors to Aureus Asset Management include SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC, Capital Wealth Planning, LLC, Hohimer Wealth Management, Square Capital, Plimsoll Mark Capital. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Aureus Asset Management and SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Aureus Asset Management, https://bouncewatch.com/company/aureus-asset-management, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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