Awm Financial Services INC.

Assets Under Management

$233.7M

Number of Clients

1,345

Number of Advisors

7

Average Client AUM

$174K

AUM per Advisor

$33.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

AWM Financial Services Inc. offers portfolio management, investment analysis, and financial planning for individuals and high net worth individuals, pension consulting, and selection of third-party investment advisors. They use quantitative, fundamental, technical, and economic analysis to determine investments.

Fee Structure

Minimum Investment:$500K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX, 77380

7 Advisors at this firm