Awr Investment Management, LLC
Awr Investment Management, LLC (CRD# 118538) is a financial advisory firm headquartered in San Rafael, CA. They manage $115,805,494 in 172 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management116MILLION
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Total Number of Accounts172ACCOUNTS
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Average Account Value$673,288
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WI
Financial Advisors at Awr Investment Management, LLC
1
Andrew Ryan (CRD# 1765898) is an Investment Advisor Representative working at Awr Investment Management, LLC in San Anselmo, CA and has over 25 years of experience in the finance industry.
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