RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, ANDREW, WILLIAMIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD
RYAN, LINDA, ANNIMEMBERD

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (3)

CA NH WI

Address

883 FOURTH STREET
SAN RAFAEL, CA 94901
United States
Phone: (415) 457-9415