Award Financial Group

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Brent Ward

    Brent Ward

    Financial ProfessionalCRD 2781771

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth