Aw Advisors LLC (Ramsey)

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.

Aw Advisors: assets under management

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 firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.5 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aw Advisors LLC

Isser Ira Elishis has been acting as President since 1 Jan 2000. Kalman Schoor joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Isser Ira Elishis	Director	1 Jan 2000	50% - 75%	2691123
Kalman Schoor	Director	1 Jan 2000	Other	4461527
Gerald Anthony Gaffney	Vice president	1 Jan 2000	Other	1424937
Harrichand Persaud	Managing partner	1 Jan 2000	Other	1312629

Based in Ramsey

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.