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AUOUR INVESTMENTS LLC
CRD 173392File 801-80544
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$378.0M
Below cohort median (national)
Discretionary AUM
$354.4M
Non-discretionary $23.7M
Clients
375
833 accounts
Employees
7
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 25, 2014
- Principal office
- 400 TRADECENTER, SUITE 3990, WOBURN, MA, 01801
- Phone
- 978-338-4830
- Website
- HTTPS://WWW.AUOUR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $378.0M
- Discretionary AUM
- $354.4M
- Non-discretionary AUM
- $23.7M
- Discretionary accounts
- 813
- Non-discretionary accounts
- 20
- Total accounts
- 833
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $5.7M |
| Charitable organizations | Fewer than 5 | $10.1M |
| High net worth individuals | 67 | $236.4M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 296 | $122.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.