Overview
Assets Under Management: $91 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 14
Average Client Assets: $2.7 million
Frequently Asked Questions
AWM GLOBAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159094), AWM GLOBAL ADVISORS is subject to fiduciary duty under federal law.
AWM GLOBAL ADVISORS is headquartered in SAN DIEGO, CA.
AWM GLOBAL ADVISORS serves 14 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, AWM GLOBAL ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AWM GLOBAL ADVISORS manages $91 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, AWM GLOBAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.97%
Average Client Assets: $2.7 million
Total Client Accounts: 143
Discretionary Accounts: 143
Regulatory Filings
CRD Number: 159094
Filing ID: 1858450
Last Filing Date: 2024-03-28 09:35:00