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AWM CAPITAL, LLC
AWM CAPITAL, LLC
PHOENIX, Arizona
·
6 registered advisors
·
CRD# 287980
SEC# 801-114373
5
(323) 940-1339
01
Firm Overview
AUM
$861M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at AWM CAPITAL, LLC
6 registered advisors
Anne Penniall Averill
PHOENIX, Arizona
CRD# 5198386
Brandon Lee Averill
PHOENIX, Arizona
CRD# 5781614
David Rickard Penniall
PHOENIX, Arizona
CFP
CRD# 1088267
Erik Daniel Averill
PHOENIX, Arizona
CFP
CRD# 5427694
Justin Michael Dyer
PHOENIX, Arizona
CRD# 5474967
Robert Don Mcconchie
PHOENIX, Arizona
CRD# 5912998
05
Office Locations
PHOENIX, Arizona
6 advisors
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Data sourced from SEC Form ADV filings. AWM CAPITAL, LLC (CRD# 287980) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.