Zurich Awes Financial Management, LLC

Zurich Awes Financial Management, LLC (CRD# 121033) is a financial advisory firm headquartered in Sanford, NC. They manage $34,257,000 in 192 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

500 Westover Dr #10422, Sanford, NC 27330

http://www.zurichawes.com

By the Numbers

Total Assets Under Management

34

MILLION
Total Number of Accounts

192

ACCOUNTS
Average Account Value

$178,422

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, MN, TX, VI

Financial Advisors at Zurich Awes Financial Management, LLC

Showing 1 - 1 of 1 top financial advisors.

Zurich T. Awes

CRD#: 2315253

Christiansted, VI

Zurich Awes (CRD# 2315253) is an Investment Advisor Representative working at Zurich Awes Financial Management, LLC in Christiansted, VI and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals