Managing Member · Auour Investments LLC
Robert Z. Kuftinec
CRD 2299726 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Auour Investments LLC, an SEC-registered wealth manager based in Woburn, MA with $378 million in regulatory assets, lists Robert Z. Kuftinec on its Form ADV as Managing Member, a control person. The SEC filings also name Robert at 1 other registered adviser.
Firms and roles
- Auour Investments LLCManaging MemberWealth manager · Woburn, MA · $378M in regulatory assets
- Integrity Financial Advisors, LLCMemberWealth manager · Woburn, MA · $135M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joseph B. HoslerManaging Member - CCO, Auour Investments LLC
- Kenneth J. DoerrManaging Member, Auour Investments LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.