AWH Financial is a registered investment advisor based in Bala Cynwyd, Pennsylvania, that exclusively acts as a solicitor connecting clients with third-party investment advisory firms, primarily Equitable Advisors. AWH Financial does not manage money, pick individual stocks, provide investment advice, or offer financial planning services. Instead, the firm introduces prospective clients to Equitable Advisors and receives a referral fee from Equitable Advisors for any clients who sign up. Because AWH Financial earns a referral fee, the firm has a financial incentive to recommend Equitable Advisors, though clients do not pay any extra fees for this referral. AWH Financial's role ends once the client is successfully referred and starts working with Equitable Advisors.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.