Assets Under Management
$670.4M
Number of Clients
37
Number of Advisors
4
Average Client AUM
$18.1M
AUM per Advisor
$167.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
AWM offers comprehensive investment advisory services, including investment strategy and implementation, asset allocation, investment manager selection, and reporting, on both a discretionary and non-discretionary basis. AWM assists clients in establishing investment objectives, return expectations, and risk tolerance. They may offer non-advisory services including coordination of legal-related and strategic business planning, wealth transfer planning, and estate planning.
1111 Brickell Avenue, Suite 2802, Miami, FL, 33131