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AWH Financial, LLC

Headquartered in BALA CYNWYD, PA

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Firm Information

AWH Financial, LLC is an investment advisor headquartered in Bala Cynwyd, PA. The firm has 1 licensed agent, 8 investment adviser representatives, 1 registered representative, and 44 investment advisory functions. AWH Financial, LLC provides selection of other advisers services to 6 individuals other than high-net-worth individuals.

AWH Financial, LLC

ONE BELMONT AVENUE

BALA CYNWYD, PA 19004

Not reported

Assets Under Management

14

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Percentage of fees solicited

Branch Locations (5)

AWH FINANCIAL, LLC has a total of 5 branch locations across the country.
location

BALA CYNWYD, PA

location

Jenkintown, PA

location

Palo Alto, CA

location

Oakland, CA

location

Sacramento, CA

Advisors at AWH Financial, LLC

View All 13 Advisors
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Brandon Downum

RA

BALA CYNWYD, PA

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Fionan Costello

RA

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Jeannette Marie Jeffers

RA

BALA CYNWYD, PA

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Keith Samuel Marlowe

RA

BALA CYNWYD, PA

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Eric Lee Levenhagen

RA

BALA CYNWYD, PA

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Mark R Gilfix

RA

Palo Alto, CA

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Eric Edward Davidson

RA

Oakland, CA

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Aaron D Hunter

RA

BALA CYNWYD, PA

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Disclosures

There are no public disclosures for AWH Financial, LLC.

Frequently Asked Questions (8)

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