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Augusta Advisors, LLC

Augusta Advisors, LLC is an inactive RIA.

Advisors (0)

No advisors listed.

Firm Assets Under Management

$29.1M
Total Assets
14
Accounts
$2.1M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Thomas Brendan Whelan Managing Director 01/01/2004
John Christopher Van Chief Compliance Officer 01/01/2008
Clint M Binkley Senior Vice President 01/01/2009
Claire Whelan Managing Director 01/01/2008

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:
4 High Ridge Office Park
Stamford , CT 06905
Phone Number: 203-487-6190

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Other: (6) Performance-based fees