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AWM GLOBAL ADVISORS
750 B Street
Suite 2850
San Diego, California 92101
Tel: 619-225-7600
About AWM GLOBAL ADVISORS
AWM GLOBAL ADVISORS, formally registered with the SEC as AWM GLOBAL ADVISORS. The firm was established in 10/24/2011. They have over 1 offices throughout the country.
AWM GLOBAL ADVISORS is a San Diego, California based Financial Planning firm with nearly $90,872,487 assets under management, offering retirement planning & investment advisory services to 143 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159094 |
| SEC# | 801-72824 |
| Assets Managed by Firm | $90,872,487 |
| No. of Clients | 143 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 143 | $90,872,487 |
| Individuals (other than high net worth individuals) | 52 | $15,818,582 |
| High net worth individuals | 14 | $37,226,467 |
| Pension and profit sharing plans | 1 | $853,313 |
| Charitable organizations | 1 | $663,052 |
| Corporations or other businesses | 4 | $15,817,887 |
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