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AWM Capital, LLC

Headquartered in PHOENIX, AZ

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Firm Information

AWM Capital, LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage over $860.6 million in assets for 2,463 accounts. Their main office is located in Phoenix, AZ.

AWM Capital, LLC

1 N. 1ST STREET

PHOENIX, AZ 85004

$860.65M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (8)

AWM CAPITAL, LLC has a total of 8 branch locations across the country.

Advisors at AWM Capital, LLC

View All 23 Advisors

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Disclosures

There are no public disclosures for AWM Capital, LLC.

Frequently Asked Questions (8)

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