A
CRD: 135421
Auxi Asset Management, LLC
Danville, CA, 94526
8558552894
$97.3M Total AUM
$74.8M Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
402 Railroad AVE Suite 201 Danville CA
About Auxi Asset Management, LLC
Auxi Asset Management, LLC is a Danville-based RIA. The firm has been operating for 20 years. Managing $97.3M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and US Bank. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
53 AVG AGE
$48.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
17 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Optima Quantum oak Vital matrix Horizon radial Radial
Client Personas
North
Investment Themes
Matrix eagle Delta frontier Frontier
Investment Vehicles
Horizon meridian Beacon
Services
Wave Timber Vital harbor Fusion capital
Owner & Executives
D
DALE R. HAITHCOCK
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1593757
- Ownership
- 50% but less than 75%
(404) 780-2398
radial.catalyst@eaglecapital.com
in linkedin.com/in/zenith-beacon
SALIM RESHWAN
Managing Member
- CRD
- #2510499
- Ownership
- 50% but less than 75%
(370) 706-3135
matrix.atlas@insightcapital.com
in linkedin.com/in/ember-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,800,000 | -- |
| Non-Discretionary | $22,500,000 | -- |
| Total | $97,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,300,000
Equity - Exchange:
37.2% Public Funds:
34.5% Cash:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,197,439,317 | 37.2% |
| Public Funds | $1,110,528,398 | 34.5% |
| Cash | $910,955,179 | 28.3% |
| Total | $3,218,922,894 | 100.0% |