Award Financial Group
Firm details
- Headquarters
- Wilton, California
- CRD number
- 340669
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Award Financial Group is organized as a corporation with individual ownership and is recorded in industry databases as an unclassified advisory entity. The firm performs insurance brokerage alongside advisory work, and it identifies itself as a capital allocator. Advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements listed combine a percentage-of-assets model with hourly billing. The firm is not flagged as an active ESG investor, does not report multistate adviser status, and is not identified as a pension consultant or as having affiliated/related adviser entities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Brent Ward
Financial ProfessionalCRD 2781771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilton, CA
Sacramento
Location
Wilton, CA
Headquartered in Wilton, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 9700 Cosumnes Rd
- Time zone
- PT (UTC-8)
- Office locations
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