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Mark R Gilfix

AWH Financial, LLC

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About Mark R Gilfix

Mark Gilfix is a registered investment advisor representative with AWH Financial, LLC. Mark has been in the financial services industry since September 2013 and has experience in estate planning and financial advisory. Mark is a registered representative in California.

Firm Information

Mark Gilfix 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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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

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Mark Gilfix’s Registration & Firm History

CA

03/14/2023 - Present

AWH Financial, LLC (Palo Alto CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark R Gilfix.
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