Aw Advisors LLC is an adviser based in Ramsey. It manages $5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, New Jersey, and New York.
Aw Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aw Advisors LLC is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aw Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Isser Ira Elishis has been acting as President since 1 Jan 2000. Kalman Schoor joined the executive team most recently as the Director.
The principal office where Aw Advisors LLC performs its advisory services is located at 500 N. Franklin Turnpike, Ramsey, NJ 07446, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 201-236-6431 or by fax 201-236-8288. The normal business hours are 9am-5pm on Monday - Friday.