AWM CAPITAL, LLC
Total AUM
$1.5B
Employees
38Clients
469Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 N. 1ST STREET
SUITE 525
PHOENIX
AZ 85004
United States
SUITE 525
PHOENIX
AZ 85004
United States
Operating Hours
7AM TO 4PM
Monday - Friday
Monday - Friday
Phone
(323) 940-1339
Other Offices
5
Financials
Total AUM
$1.5B
Accounts
2,885Discretionary
$1.5B
Accounts
2,885Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
219AUM
$75.2M
HNW Individual Clients
236AUM
$1.3B
Pooled Vehicle Clients
12AUM
$110.6M
Pension/Profit Sharing Plan Clients
1AUM
$1.1M
Charitable Organization Clients
1AUM
$6.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
ALARAZCAFLGAILINLAMAMONCNENHNVOHSCTNTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.