Zurich Awes Financial Management, Inc. (Plymouth)

Zurich Awes Financial Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm also engages as mortgage broker.

Zurich Awes Financial Management: assets under management

The assets under management (AUM) of Zurich Awes Financial Management, Inc. is $23.93 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.74 million in discretionary accounts and $1.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $49.41 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zurich Awes Financial Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plymouth

The principal office where Zurich Awes Financial Management, Inc. performs its advisory services is located at 3033 Campus Drive, Suite 100 W, Plymouth, MN 55441, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-577-1900 or by fax 763-577-1999. The normal business hours are 8am-5pm on Other. You can find more information about the New York firm at www.zurichawes.com.

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