AP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AWM offers investment advisory services in a wrap fee structure, which includes certain costs like securities transaction fees. Investment advisory fees range up to 2.00% annually, based on the complexity of services, assets managed, and the overall relationship. Fees are negotiable at the advisor's discretion. The client's fees will consider aggregate assets under management with the advisor.
Areas of Practice
Investment Management
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Advisor Information
Office location
2751 Centerville Road, Suite 110, Wilmington, DE, 19808
Get directionsRegulatory History (1)
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Criminal
November 1977Final Disposition
Employment History
Current Registrations
Affinity Wealth Management LLC
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
July 2015 - August 2019 · 4 yrs 1 mo
Beam Asset Management, LLC
October 2011 - August 2019 · 7 yrs 10 mos
LPL Financial LLC Broker
September 2009 - July 2015 · 5 yrs 10 mos
LPL Financial LLC
September 2009 - June 2013 · 3 yrs 9 mos
Mutual Service Corporation
May 2008 - September 2009 · 1 yr 4 mos
Mutual Service CorporationBroker
April 2005 - September 2009 · 4 yrs 5 mos
Banc of America Investment Services, INC.Broker
October 2004 - May 2005 · 7 mos
Banc of America Investment Services, INC.
October 2004 - May 2005 · 7 mos
Quick & Reilly, INC.
January 2003 - October 2004 · 1 yr 9 mos
Quick & Reilly, INC.Broker
October 2001 - October 2004 · 3 yrs
J.J.B. Hilliard, W.L. Lyons, INC.Broker
July 2001 - September 2001 · 2 mos
First Union Securities, INC. Broker
October 2000 - June 2001 · 8 mos
First Union Brokerage Services, INC.Broker
December 1998 - October 2000 · 1 yr 10 mos
Lockwood Financial Services, INC.Broker
June 1998 - October 1998 · 4 mos
First Union Brokerage Services, INC.Broker
January 1996 - April 1998 · 2 yrs 3 mos
Marketing One Securities, INC.Broker
August 1994 - January 1996 · 1 yr 5 mos
Shochet Securities INC.Broker
June 1992 - March 1994 · 1 yr 9 mos
Oppenheimer & Co., INC.Broker
February 1990 - August 1991 · 1 yr 6 mos
Graystone Nash, INC.Broker
October 1986 - January 1989 · 2 yrs 3 mos
Bradstreet Capital, INC.Broker
April 1986 - November 1986 · 7 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.