Awh Financial, LLC
● SEC registered since 2023CRD 285183SEC# 801-128902Bala Cynwyd, PA
Reg. AUM
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Employees
65
Accounts
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Location
Bala Cynwyd, PA
Awh Financial, LLC assets under management
Awh Financial, LLC is a registered investment adviser overseen by the SEC based in Bala Cynwyd, PA. The firm has been registered since 2023. It employs 65 people.
Awh Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Hamilton Wilson Control | Managing Member | 50-75% | 2023 |
| Keith Samuel Marlowe Control | Managing Member And Chief Compliance Officer | 50-75% | 2023 |
Frequently asked questions
How many employees does Awh Financial, LLC have?
Awh Financial, LLC reports 65 employees.
Where is Awh Financial, LLC located?
Awh Financial, LLC is based in Bala Cynwyd, PA and has been SEC-registered since 2023.
Does Awh Financial, LLC disclose fund performance?
Awh Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Belmont Avenue, Suite 1000, Bala Cynwyd, PA 19004 |
| Phone | 610-660-4283 |
| Office hours | 9 a.m. - 5p.m. M-F |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 10%
More than 90% of 16,825 advisers