Awm Financial Services Inc.
Awm Financial Services Inc. (CRD# 144351) is a financial advisory firm headquartered in The Woodlands, TX. They manage $198,000,000 in 2,013 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management198MILLION
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Total Number of Accounts2,013ACCOUNTS
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Average Account Value$98,361
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, FL, LA, OK, SC, TX
Holly Cramer (CRD# 6791984) is an Investment Advisor Representative working at Awm Financial Services Inc. in The Woodlands, TX and has over 7 years of experience in the finance industry.
Peter Lott (CRD# 6803651) is an Investment Advisor Representative working at Awm Financial Services Inc. in The Woodlands, TX and has over 7 years of experience in the finance industry.
Matthew Stevenson (CRD# 6639503) is an Investment Advisor Representative working at Awm Financial Services Inc. in The Woodlands, TX and has over 8 years of experience in the finance industry.
Daniel Wheless (CRD# 5358097) is an Investment Advisor Representative working at Awm Financial Services Inc. in The Woodlands, TX and has over 16 years of experience in the finance industry.
Justin Napoleon (CRD# 7288808) is an Investment Advisor Representative working at Awm Financial Services Inc. in The Woodlands, TX and has over 3 years of experience in the finance industry.