Awm Capital, Llc (Phoenix)
Awm Capital, Llc Is a Large Advisory Firm Based in Phoenix. It Manages $142.75 Million of Regulatory Assets for 155 Client Accounts. It Has Been Registered...
Awm Capital, LLC is a large advisory firm based in Phoenix. It manages $142.75 million of regulatory assets for 155 client accounts. It has been registered with the SEC as an adviser since 2018.
Awm Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Awm Capital: assets under management
The assets under management (AUM) of Awm Capital, LLC is $142.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $142.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $921 thousand each.
Awm Capital has custody of $3.65 million in cash and securities for 102 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 50% of the total AUM. The second-largest asset type is exchange traded securities, which make up 50% of the firm’s portfolio.
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