Clayton Kimball (CRD# 7522734) is an Investment Advisor Representative working at Awm Capital, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Awm Capital, LLC | Phoenix, AZ | Feb 2022 - Current | 2 |
| San Diego State University | San Diego, CA | Aug 2018 - Dec 2021 | 3 |
| Foothill Ranch Elementary/trabucco Hills High School | Lake Forest, CA | Mar 2011 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management861MILLIONS
-
Total Number of Accounts2,463ACCOUNTS
-
Average Account Value$349,431
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, CO, FL, GA, IN, LA, MA, MO, NC, NH, NV, OH, SC, TN, TX, WA
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