1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ZURICH AWES FINANCIAL MANAGEMENT, INC.

Map pinPLYMOUTH, MN
Phone763-577-1900
NotebookSEC #801-71590
Total AUM
$23.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3033 CAMPUS DRIVE, SUITE 100W
PLYMOUTH
MN 55441
United States
Operating Hours
8AM-5PM
MONDAY - THURSDAY
Phone
763-577-1900

ReceiptFinancials

Total AUM
$23.9M
Accounts
242
Discretionary
$22.7M
Accounts
218
Non-Discretionary
$1.2M
Accounts
24

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account