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Auxarc Asset Management Company

Auxarc Asset Management Company. CRD 154173

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CRD: 154173

Auxarc Asset Management Company

Siloam Springs, AR, 72761
4795245550
$10.8M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail
Platforms
--
Established Date
06-30-2010
Office Locations
1

Office Locations

106 W. Tulsa Siloam Springs AR

About Auxarc Asset Management Company

Auxarc Asset Management Company is a Siloam Springs-based RIA. The firm has been operating for 16 years. Managing $10.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management.

Team overview

-- AVG AGE
$10.8M AVG AUM / ADVISOR
$188.6K AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Services

Fusion timber

Owner & Executives

G

GERALD LEO DONNER JR

Chief Compliance Officer, Owner

CRD
#1856602
Ownership
75% or more
(361) 852-5794
north.foundation@pioneercapital.com
in linkedin.com/in/insight-alpha

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,751,000 --
Non-Discretionary $0 --
Total $10,751,000 --

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Separately Managed Accounts

Total SMA Asset: $10,751,000

$10.8M Total SMA
Equity - Exchange:
26.5%
Cash:
29.7%
U.S. Government/Agency:
43.8%
Asset class Assets Assets %
Equity - Exchange $1,242,451,932 26.5%
Cash $1,392,483,863 29.7%
U.S. Government/Agency $2,053,562,061 43.8%
Total $4,688,497,856 100.0%

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