Mark Mumford is a CFA-designated registered investment advisor at Amwh Asset Management LLC, based in Mahopac, NY, with 5 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be reduced at AMWH's discretion based on various factors.
Fee Estimator
Location
Mahopac, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Amwh Asset Management LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations3 states
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