RIA Intel›Advisers›New Jersey›AUGULIS FINANCIAL FIRM, L.L.C.

AUGULIS FINANCIAL FIRM, L.L.C.

Advisory

WARREN, NJ

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in NJ

#657

of 775 advisers by AUM

Average account

$309K

across 218 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

71 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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