CRD: 121033
Zurich Awes Financial Management, LLC
$26.4M Total AUM
$25.9M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-10-2012
- Office Locations
- 1
Office Locations
-- Christiansted VI
About Zurich Awes Financial Management, LLC
Zurich Awes Financial Management, LLC is a retail RIA focused on semi-, solo-, and joint retirees, providing financial planning alongside investment and portfolio management. Portfolios emphasize asset allocation and risk management, with frequent use of public funds such as ETFs and mutual funds and optional ESG/impact tilts. Primary custody includes Charles Schwab.
Team overview
-- AVG AGE
$26.4M AVG AUM / ADVISOR
$399.8K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
Z
ZURICH THOR AWES
Chief Compliance Officer, President, Principal
- CRD
- #2315253
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,866,130 | $104,309 |
| Non-Discretionary | $522,014 | $49,408 |
| Total | $26,388,144 | $98,864 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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