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AUXANO ADVISORS, LLC

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Company Details

Legal Name: AUXANO ADVISORS, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: October 5th 2007
Expiration date: 31 Oct 2025
UBI Number: 602 769 234
ZIP code: 98004
City: Bellevue
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 10900 NE 4TH ST STE 1950, BELLEVUE, WA, 98004-8363, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 10900 NE 4TH ST, STE. 1950, BELLEVUE, WA, 98004-8363, UNITED STATES

Contact Details

E-Mail: PETER@AUXANOADVISORS.COM
Phone Number: +1 425-889-1261

Nature of Business

Professional, Scientific & Technical Services

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Registered Agent Information

Name Role Address
PETER W CLINE Registered Agent 10900 NE 4TH ST STE 1950, BELLEVUE, WA, 98004-0000, UNITED STATES

Key Officers & Management

Name Role
ALEX LEE Governing Person
PETER CLINE Governing Person

Central Index Key

CIK number:
0001811491
Phone:
(425) 889-1261
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-20263
Filing date:
2025-05-05
File:
View File
Form type:
13F-HR
File number:
028-20263
Filing date:
2025-02-06
File:
View File
Form type:
13F-HR
File number:
028-20263
Filing date:
2024-11-07
File:
View File

Form 5500 Series

Employer Identification Number (EIN):
261220596
Plan Year:
2024
Number Of Participants:
15
Plan Name:
CASH BALANCE
Sponsor's telephone number:
4258891261
File:
View File
Plan Administrator / Signatory:
PETER CLINE(Plan administrator) PETER CLINE(Employer/plan sponsor)
Plan Year:
2024
Number Of Participants:
16
Sponsor's telephone number:
4258891261
File:
View File
Plan Administrator / Signatory:
PETER CLINE(Plan administrator) PETER CLINE(Employer/plan sponsor)
Plan Year:
2023
Number Of Participants:
15
Plan Name:
CASH BALANCE
Sponsor's telephone number:
4258891261
File:
View File
Plan Administrator / Signatory:
PETER CLINE(Plan administrator) PETER CLINE(Employer/plan sponsor)
Plan Year:
2023
Number Of Participants:
16
Sponsor's telephone number:
4258891261
File:
View File
Plan Administrator / Signatory:
PETER CLINE(Plan administrator) PETER CLINE(Employer/plan sponsor)
Plan Year:
2022
Number Of Participants:
13
Plan Name:
CASH BALANCE
Sponsor's telephone number:
4258891261
File:
View File
Plan Administrator / Signatory:
PERTER CLINE(Plan administrator) PERTER CLINE(Employer/plan sponsor)

Paycheck Protection Program

Jobs Reported:
12
Initial Approval Amount:
$238,700
Date Approved:
2020-04-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$238,700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Servicing Lender:
KeyBank National Association
Use of Proceeds:
Payroll: $238,700

Trademarks

Serial Number:
77292242
Mark:
A
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2007-09-29
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
A
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial analysis and consultation; Financial management; Financial planning; Investment advisory services; Investment consultation; Investment management
First Use:
2008-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77292237
Mark:
TRANSCENDING WEALTH. TRANSFORMING LIVES.
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2007-09-29
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TRANSCENDING WEALTH. TRANSFORMING LIVES.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial analysis and consultation; Financial planning; Financial management; Investment advisory services; Investment consultation; Investment management
First Use:
2008-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77292233
Mark:
AUXANO ADVISORS
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2007-09-29
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
AUXANO ADVISORS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial analysis and consultation; Financial management; Financial planning; Investment advisory services; Investment consultation; Investment management
First Use:
2008-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
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