A
$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-05-2024
- Office Locations
- 2
Office Locations
-- Blue Hill ME
-- Mahopac NY
About Amwh Asset Management LLC
Amwh Asset Management LLC is a Mahopac-based RIA with 2 offices. The firm has been operating for 1 years. Managing $9.6M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers and JP Morgan.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$958.6K AVG AUM / CLIENT
1.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK ANTHONY MUMFORD
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #6355206
- Ownership
- 50% but less than 75%
Available
Available
Available
A
ANDREW ARTHUR JAMES NORRIS
Managing Member, Portfolio Manager
- CRD
- #2509823
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,586,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,586,250 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing