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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-24-2011
- Office Locations
- 1
Office Locations
About AWM Global Advisors
AWM Global Advisors is a San Diego, CA-based RIA serving retail and institutional clients with discretionary portfolio management and financial planning, including insurance and legacy planning. The firm emphasizes asset allocation, risk management, and socially responsible investing, using ETFs and public funds alongside fixed-income exposures (U.S. government and municipal bonds) and select alternatives. Custody includes Interactive Brokers.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALI HUSSAIN ALSARI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2416464
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,156,389 | $497,113 |
| Non-Discretionary | $0 | -- |
| Total | $59,156,389 | $497,113 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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