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Shane Bien

AWH Financial, LLC

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About Shane Bien

Shane Bien is a registered investment advisor representative associated with AWH Financial, LLC. Shane Bien is currently registered with the state of California. Shane Bien holds a CPA designation and works as a CPA with no commissions for accounting work. Shane Bien has been in the industry since July 2005 and has experience working with individuals other than high-net-worth individuals. Shane Bien's prior experience includes working at GeniusDoc, Inc. in Sun Valley, CA, 9Financial in Studio City, CA, and AWH Financial, LLC in Bala Cynwyd, PA.

Firm Information

Shane Bien 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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Shane Bien’s Registration & Firm History

PA

12/14/2023 - Present

AWH Financial, LLC (BALA CYNWYD PA)

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Licenses & Designations

State Registrations

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SRO Registrations

Disclosures

There are no public disclosures for Shane Bien.
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