AWM FINANCIAL SERVICES INC.

THE WOODLANDS, Texas·2 registered advisors·CRD# 144351
SEC# 801-1209400281-444-7555
01

Firm Overview

AUM
$198M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: ADMINISTRATIVE AND TECHNOLOGY FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AWM FINANCIAL SERVICES INC.

2 registered advisors
Daniel Ryan Wheless
THE WOODLANDS, Texas
Matthew Ian Stevenson
THE WOODLANDS, Texas
05

Office Locations

THE WOODLANDS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. AWM FINANCIAL SERVICES INC. (CRD# 144351) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.