Mark Patrick Naylor
Investment adviser representative at Auour Investments LLC
3 yearsExperience
1 stateRegistered in
$378MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
3 years in the industry.
- Auour Investments LLCDec 2017 to now
- Auour Advisory, LLCApr 2017 to now
- Partner Capital, Inc.Feb 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Auour Investments LLC
$378MAssets managed
375Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2306553
- Firm CRD
- 173392