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Awr Investment Management, LLC (San Anselmo)


Awr Investment Management, LLC is an adviser based in San Anselmo. It manages $31.64 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and New Hampshire.

Awr Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Awr Investment Management: assets under management

The assets under management (AUM) of Awr Investment Management, LLC is $31.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Awr Investment Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Anselmo

The principal office where Awr Investment Management, LLC performs its advisory services is located at 300 Laurel Avenue, San Anselmo, CA 94960, which is also the mailing address of the firm. An additional office of the firm is in San Rafael, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 457-9415 or by fax (415) 778-0301. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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