Broker Check

Privacy Policy

AWAIM's Privacy Policy

This document is required to be delivered to our clients annually. We take the privacy of our clients' personal information very seriously. Please review it and let us know if you have any questions on how we keep your non-public information.

Document link: AWAIM Privacy Policy

AWAIM Form ADV Part 2A

This document provides a detailed description of the various aspects of our firm and important disclosures that you should be aware of. A copy of this document was provided to you when you opened your account with us and/or when we first transitioned to the new Form ADV 2. We are required to make you aware of any material chnages to this document annually. Again, please read this over carefully and contact us with any questions or concerns.

Document link:  AWAIM FORM ADV 2A