Advisor at AMWH Asset Management LLC
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Firm
AMWH Asset Management LLC
Location
Mahopac, NY
Credentials
CFA®, Series 63
Industry experience
5 years
Mark Mumford is a CFA® charterholder with five years of industry experience. He is currently the sole advisor at AMWH Asset Management LLC, where he has worked since 2024. Prior to this, he held positions at Hollow Brook Wealth Management and J.P. Morgan Private Bank. AMWH Asset Management LLC provides portfolio management and advisory services to a small client base including individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers tailored investment programs using a mixed analytical approach and provides sub-advisory services to other advisers.
Based on AMWH Asset Management LLC
Based on AMWH Asset Management LLC
Up to $1,000,000 annual fixed fee for sub-advisory services billed monthly
1.50% annually
20% of outperformance above agreed benchmark up to $250,000 annually, paid annually, only for qualified clients
Account minimum: $1,000,000
Mahopac, NY
Maine · New York · Texas
AMWH Asset Management LLC
2024 - Present (2 years)
Hollow Brook Wealth Management
2018 - 2024 (6 years)
J.p. Morgan Private Bank
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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