Overview
Assets Under Management: $116 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 24
Average Client Assets: $5 million
Frequently Asked Questions
AWR INVESTMENT MANAGEMENT, LLC 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 #118538), AWR INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AWR INVESTMENT MANAGEMENT, LLC is headquartered in SAN RAFAEL, CA.
AWR INVESTMENT MANAGEMENT, LLC serves 24 high-net-worth clients according to their SEC filing dated June 17, 2024. View client details ↓
According to their SEC Form ADV, AWR INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
AWR INVESTMENT MANAGEMENT, LLC manages $116 million in client assets according to their SEC filing dated June 17, 2024.
According to their SEC Form ADV, AWR INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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