$12.8M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-2015
- Office Locations
- 1
Office Locations
-- Braddock Heights MD
About Awareness Wealth Advisors, Inc.
Awareness Wealth Advisors, Inc. is an independent, boutique RIA providing holistic financial planning and portfolio guidance—retirement, education funding, estate and insurance analysis, cash-flow/liability planning, and investment asset allocation. Led by a CFP professional, the firm builds portfolios using ETFs and public funds, with a focus on aligning solutions across a client’s full financial picture.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
H
HOWELL STEVEN POSNER
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #2210948
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,751,077 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,751,077 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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