A
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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- 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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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
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% |