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).

Current Firm Details
9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX 77380
https://www.youtube.com/user/alliedwealthtv
By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    2,013
    ACCOUNTS
  • Average Account Value
    $98,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, FL, LA, OK, SC, TX

Financial Advisors at Awm Financial Services Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Holly Cramer, financial advisor The Woodlands TX
Holly J. Cramer
CRD#: 6791984
9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX 77380

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.

2
Peter Lott, financial advisor The Woodlands TX
Peter C. Lott
CRD#: 6803651
9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX 77380

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.

3
Matthew Stevenson, financial advisor The Woodlands TX
Matthew I. Stevenson
CRD#: 6639503
9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX 77380

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.

4
Daniel Wheless, financial advisor The Woodlands TX
Daniel R. Wheless
CRD#: 5358097
9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX 77380

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.

5
Justin Napoleon, financial advisor The Woodlands TX
Justin W. Napoleon
CRD#: 7288808
9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX 77380

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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