Unclaimed
Mena Hanna, a Chartered Financial Analyst, is an investment advisor representative for AWM Capital, LLC. Mena is registered with the state of California as an Investment Advisor Representative and Texas as an Investment Advisor Representative. Mena has been in the industry since September 2018. Mena has experience with a variety of client types, including high-net-worth individuals, charitable organizations, and corporations. AWM Capital, LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/08/2024 - Present
AWM Capital, LLC (Los Angeles CA)
IA
Issued 08/03/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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