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AUGULIS FINANCIAL FIRM, L.L.C.
CRD 173616
5 MOUNTAIN BLVD., SUITE 9B, WARREN, NJ, 07059, United States
Phone
908-834-8040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.1M
Discretionary AUM
$54.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-04-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $18.2M |
| High net worth individuals | 16 | $35.8M |
All web addresses on file
Official SEC filing: View on IAPD