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Fionan Costello

AWH Financial, LLC

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About Fionan Costello

Fionan Costello is a Registered Representative with AWH Financial, LLC. Fionan has been in the financial industry since January 2003 and has been with AWH Financial, LLC since August 2023. Fionan holds the Series 65 license. Fionan is also a CPA and provides tax and bookkeeping services. Fionan is a registered representative in the state of New Jersey.

Firm Information

Fionan Costello is currently registered with AWH Financial, LLC. 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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Fee Structure

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Percentage of fees solicited

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Fionan Costello’s Registration & Firm History

PA

11/29/2024 - Present

AWH Financial, LLC (BALA CYNWYD PA)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fionan Costello.
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