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| Happy Holidays!! thanks for using AUM13F!! |
| AWR Investment Management LLC
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|---|---|
| CRD # | 118538 |
| SEC # | 801-130506 |
| CIK # | |
| AUM | $127.8 M (2025-03-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-457-9415 |
| Address | 883 Fourth Street San Rafael, CA 94901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 12.9 |
| (b) Individuals (high net worth individuals) | 24 | 113.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 175 | 127.8 |
| By Discretionary | ||
| Discretionary | 175 | 127.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 127.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.8 | |
| Total | 175 | 127.8 |
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|---|---|---|
|
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✚
|
PA | 0.1 |
|
1N Capital LLC
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0.1 | |
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Stock Management LLC
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0.1 | |
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Severin Investments LLC
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MO | 0.1 |
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TX | 0.1 |
|
Stembrook Asset Management LLC
✚
|
NJ | 0.1 |
|
RDM Capital Associates Inc
✚
|
NJ | 0.1 |
|
Cerasus Advisors Inc
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|
0.1 | |
|
Chromecore LLC
✚
|
CA | 0.1 |
|
Oakmont Advisory Group LLC
✚
|
NM | 0.1 |