Auri
1yr
1 years in the industry
Auri
Location not listed. Legal name: Auri Holdings, Inc.
About the firm
A registered investment advisory firm. It manages about $159,706. Services include financial planning, investment management for individuals and small businesses, educational seminars and workshops.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$159,706
Individual clientsNot stated
Median years of experience1
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Advisors at Auri
1Advisors
1Median years of experience
1States with offices
–Offices
Also known as
Auri Wealth Advisors · Auri Holdings, Inc.
About Auri
How do I contact Auri?
Call the main office at (925) 212-1420. The main office is at , .
How is Auri paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Auri offer?
Financial planning, Investment management for individuals and small businesses, Educational seminars and workshops.
How many advisors work at Auri?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.