Mark Gilfix, financial advisor Palo Alto CA

Mark Gilfix

CRD Number: 7219574
Current Firm: Awh Financial, LLC

Mark Gilfix (CRD# 7219574) is an Investment Advisor Representative working at Awh Financial, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Awh Financial, LLC Jenkintown, PA Aug 2022 - Current 1
Gilfix & La Poll Associates LP Palo Alto, CA Sep 2013 - Current 10

Mark Gilfix has no recent exams reported.
Contact Info for Mark R. Gilfix
Phone Number: 610-660-4283
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, DE, IA, IL, LA, MA, ME, MN, NC, NH, NJ, NM, NV, NY, PA, TX, UT

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