AURI

AURI is an SEC-registered investment adviser (CRD 336818). Regulatory assets under management: $160K.

Registration

• CRD: 336818
• Type: Registered investment adviser
• Phone: 925-212-1420
• Latest filing: 2026-03-23
• Regulatory AUM: $160K
• Discretionary AUM: $160K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336818 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search