Assets Under Management
$424.2M
Number of Clients
425
Number of Advisors
6
Average Client AUM
$998K
AUM per Advisor
$70.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
AWMG offers wealth management services, including financial planning and discretionary investment portfolio management, primarily using mutual funds, ETFs, and individual securities. They also provide standalone financial planning and consulting services, including business, estate, insurance, retirement, and tax planning. AWMG utilizes the sub-advisory services of Towercrest Capital Management, LLC.
23 Royal Road, Suite 101, Flemington, NJ, 08822