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
Zurich Awes Financial Management, LLC
By the Numbers
-
Total Assets Under Management34MILLION
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Total Number of Accounts192ACCOUNTS
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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
1
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.
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