Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Jacksonville, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$270,000,000.00
Overview

Since 1985, Augustine Asset Management has helped wealthy families and institutions achieve their financial goals. We are a fiduciary, fee-only investment manager, and our team has extensive experience investing worldwide across the full range of publicly-traded asset classes.

Our advisory and investment team includes five Chartered Financial Analysts, a recipient of the CFA Institute's Certificate in Investment Performance Measurement, a Certified Public Accountant, and a Certified Financial Planner.

We are looking to grow our business with acquisitions and recruitment of like-minded and skilled professionals.

Contact:
Jeffrey E. Bernardo, CFA
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