AWR INVESTMENT MANAGEMENT, LLC
CRD #118538 SEC #801-130506 SAN RAFAEL, CA (415) 457-9415
SEC Registered
Total AUM
$127.8M
Discretionary
$127.8M
Employees
2
Clients
10
Accounts
175
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $127.8M | $127.8M | $0 | 2 | 0 |
| Mar 2025 | $127.8M | $127.8M | $0 | 2 | 0 |
| Jun 2024 | $115.8M | $115.8M | $0 | 2 | 0 |
| Jun 2024 | $115.8M | $115.8M | $0 | 2 | 0 |
| May 2024 | $115.8M | $115.8M | $0 | 2 | 0 |
| Jun 2012 | $31.6M | $31.6M | $0 | 1 | 11 |
| May 2012 | $31.6M | $31.6M | $0 | 1 | 11 |
| Feb 2012 | $31.6M | $31.6M | $0 | 1 | 11 |
| Mar 2011 | $39.3M | $39.3M | $0 | 5 | -- |
| Feb 2007 | $38.8M | $38.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2012
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees1
Clients11
DateMay 2012
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees1
Clients11
DateFeb 2012
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees1
Clients11
DateMar 2011
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$38.8M
Discretionary$38.8M
Non-Disc.$0
Employees5
Clients--