AWARD FINANCIAL GROUP

Overview

Award Financial Group is organized as a corporation that combines insurance brokerage with advisory services aimed at individuals and small businesses. The firm provides financial planning, discretionary portfolio management for smaller client relationships, and manager selection services—acting in part as a capital allocator by placing client assets with other advisers. Compensation arrangements listed include a percentage-of-AUM fee schedule and the option to bill by the hour. The profile indicates the firm is not an active ESG investor and is not identified as a multi-state adviser; its SEC registration year and a detailed client base are not provided.

Assets & Accounts

Investments & Alternatives