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Awr Investment Management, LLC

● SEC registered since 2024CRD 118538SEC# 801-130506San Rafael, CA
Export (members)
Reg. AUM
$127.8M
Employees
2
Accounts
175
Location
San Rafael, CA

Awr Investment Management, LLC assets under management

Awr Investment Management, LLC operates as an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2024. It reports $127.8 million in regulatory assets under management and employs 2 people.

Awr Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew William Ryan ControlManaging Member/Chief Compliance Officer50-75%1998
Linda Ann RyanMember50-75%1998

Frequently asked questions

How much does Awr Investment Management, LLC manage?

Awr Investment Management, LLC reports $127.8 million in regulatory assets under management on its Form ADV.

How many employees does Awr Investment Management, LLC have?

Awr Investment Management, LLC reports 2 employees.

Where is Awr Investment Management, LLC located?

Awr Investment Management, LLC is based in San Rafael, CA and has been SEC-registered since 2024.

Does Awr Investment Management, LLC disclose fund performance?

Awr Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address883 Fourth Street, San Rafael, CA 94901
Phone(415) 457-9415
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.8M
Non-discretionary$0
Total (RAUM)$127.8M