A complete list of active advisors currently associated with Augulis Financial Firm, L.L.C.

Warmer can help you find a great advisor at Augulis Financial Firm, L.L.C. or one who fits your needs even better.

Augulis Financial Firm provides portfolio management and financial planning to individual and high‑net‑worth clients, overseeing roughly $54 million in discretionary assets across about 68 client relationships with two advisors. The firm also offers public educational seminars and coordinates other professionals (e.g., lawyers, accountants, insurance agents) on an as‑needed basis to support client planning. Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance, and the firm employs fundamental and technical analysis in constructing portfolios while conducting periodic account reviews. AFF may hire sub‑advisors to manage all or portions of client assets and retains responsibility for the ongoing relationship and oversight of those sub‑advisor arrangements. What distinguishes the firm from many peers is its affiliation with other financial and legal activities: one managing member operates a trust and estate law practice and sells insurance as a sole proprietor (noting the legal practice is described as his primary business), while the other managing member spends a portion of his time as a licensed insurance agent. These cross‑services and the firm’s free seminars are disclosed as potential conflicts of interest in the brochure, and clients are informed they are not required to use affiliated products or services.

To learn more about the advisors currently working at Augulis Financial Firm, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.