1 N. 1st Street
Suite 700
Phoenix, Arizona 85004
Tel: (323) 940-1339
AWM CAPITAL, LLC, formally registered with the SEC as AWM CAPITAL, LLC. The firm was established in 12/03/2018. They have over 5 offices throughout the country.
AWM CAPITAL, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $530,893,901 assets under management, offering retirement planning & investment advisory services to 1626 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 287980 |
SEC# | 801-114373 |
Assets Managed by Firm | $530,893,901 |
No. of Clients | 1626 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1626 | $530,893,901 |
Individuals (other than high net worth individuals) | 178 | $63,612,410 |
High net worth individuals | 154 | $466,472,888 |
Charitable organizations | 1 | $33,185 |
Other investment advisers | 3 | $525,832 |
Corporations or other businesses | 1 | $249,586 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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