Overview
Assets Under Management: $116 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 24
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.51
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 118538
Last Filing Date: 2024-06-17 00:00:00
Website: https://awrinvestmentmanagement.com