Investment adviser · CRD 121033

ZURICH AWES FINANCIAL MANAGEMENT, INC.

Investment adviser filing (IA)

PLYMOUTH, MN, United States · Form ADV filed Mar 29, 2012

Regulatory AUM
$23.9M
Form ADV · Item 5.F
Client accounts
242
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

3033 CAMPUS DRIVE, SUITE 100W
PLYMOUTH, MN, 55441, United States

CRD 121033

Filing source

Form ADV 635226 · Mar 29, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.