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- Custodian
- Charles Schwab & Company · TD Ameritrade · Voya Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-11-2015
- Office Locations
- 1
Office Locations
About Augulis Financial Firm, L.l.c.
Augulis Financial Firm, LLC is a New Jersey-registered RIA providing financial planning and ongoing portfolio management, including a second-opinion review of existing plans. The team works with individuals and entrepreneurs, focusing on asset allocation and portfolio construction using mutual funds and ETFs, and can coordinate insurance through independent agents. Custody includes Charles Schwab.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
ALAN LOUIS AUGULIS
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #4516413
- Ownership
- 50% but less than 75%
FRED ROBERT BUSLER JR
Financial Advisor, Managing Member
- CRD
- #4884683
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,072,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,072,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,072,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,224,312,492 | 36.9% |
| Equity - Exchange | $627,086,886 | 18.9% |
| Cash | $746,532,007 | 22.5% |
| Corporate - Investment Grade | $719,988,648 | 21.7% |
| Total | $3,317,920,033 | 100.0% |