Augustine Asset Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1551 Atlantic Blvd Ste 103, Jacksonville...

Phone Number

(904) 396-6944

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
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ZI Rank
1
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About Augustine Asset Management

Augustine Asset Management is a fee-only wealth management firm based in Jacksonville, Florida, specializing in investment management for wealthy families and institutions. Since 1985, the firm has focused on customizing global investment strategies to help clients achieve their financial goals. As a fiduciary, Augustine prioritizes the best interests of its clients, providing transparent and cost-effective investment solutions. The firm emphasizes building strong relationships to understand client objectives and tailor portfolios accordingly.Explore more
Augustine Asset Management's Social MediaPopular SearchesAugustine Asset ManagementAugustine Asset Management IncAugustine IncAugustine AssetAugustine EnterprisesSIC Code 62,628NAICS Code 52,523Show more

Augustine Asset Management Org Chart

JB
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President & Chief Executive Officer & Portfol...

PhoneEmail
AC
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Manager, Development & Operations

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AZ
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Client Service Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Augustine Asset Managemen...

<$5M
1-10
Private
<$5M
1985
JB
Jeffrey BernardoPresident & CEO & Portfolio Manager
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
1-10
Private
-
1985
N/A
<$5M
11-50
Private
<$5M
1937
<$5M
11-50
Private
-
1999
N/A
<$5M
1-10
Private
-
-
Ramesh Madhusudan, Founder & President at RM Private Wealth Management
Ramesh MadhusudanFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Augustine Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Augustine Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Augustine Asset Management.

Augustine Asset Management financials insights

Gather financial insights about Augustine Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Augustine Asset Management Tech Stack

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Frequently Asked Questions Regarding Augustine Asset Management

What is Augustine Asset Management's official website?
Augustine Asset Management's official website is www.augustineasset.com
What is Augustine Asset Management's Revenue?
Augustine Asset Management's revenue is <$5 Million
What is Augustine Asset Management's SIC code?
Augustine Asset Management's SIC: 62,628
What is Augustine Asset Management's NAICS code?
Augustine Asset Management's NAICS: 52,523
How many employees does Augustine Asset Management have?
Augustine Asset Management has 1-10 employees
What industry does Augustine Asset Management belong to?
Augustine Asset Management is in the industry of: Finance, Securities Trading
What is Augustine Asset Management competition?
Augustine Asset Management top competitors include: Money Manager, Greenwood Capital Associates, Dynamic Wealth Solutions, Barrett Asset Management
What technology does Augustine Asset Management use?
Some of the popular technologies that Augustine Asset Management uses are: WordPress.org, PHP, Google Universal Analytics, Google Font API
How do I contact Augustine Asset Management?
Augustine Asset Management contact info: Phone number: (904) 396-6944 Website: www.augustineasset.com
What does Augustine Asset Management do?

Augustine Asset Management is a fee-only wealth management firm based in Jacksonville, Florida, specializing in investment management for wealthy families and institutions. Since 1985, the firm has focused on customizing global investment strategies to help clients achieve their financial goals. As a fiduciary, Augustine prioritizes the best intere... sts of its clients, providing transparent and cost-effective investment solutions. The firm emphasizes building strong relationships to understand client objectives and tailor portfolios accordingly.Read More

What are Augustine Asset Management social media links?
Augustine Asset Management Linkedin page
Is Augustine Asset Management a public company?
Augustine Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Augustine Asset Management

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