CRD: 118538
AWR Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeQuantum
- Established Date
- 10-01-1998
- Office Locations
- 2
Office Locations
About AWR Investment Management, LLC
AWR Investment Management, LLC is a San Rafael, CA RIA led by Managing Member and CIO Andrew Ryan (also a senior investment advisor with Heffernan Investment Services). The firm provides investment management and financial planning, including portfolio construction, retirement plan and insurance-related planning for retail and institutional clients. Portfolios emphasize asset allocation using mutual funds/ETFs with fixed income exposure, with Charles Schwab as a key custodian.
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Owner & Executives
ANDREW WILLIAM RYAN
Chief Compliance Officer, Managing Member
- CRD
- #1765898
- Ownership
- 50% but less than 75%
LINDA ANN RYAN
--
- CRD
- --
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,590,434 | $765,061 |
| Non-Discretionary | $0 | -- |
| Total | $131,590,434 | $765,061 |
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Separately Managed Accounts
Total SMA Asset: $131,590,434
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $775,774,344 | 9.3% |
| Equity - Exchange | $2,052,048,264 | 24.6% |
| Cash | $1,901,898,391 | 22.8% |
| U.S. Government/Agency | $2,335,664,691 | 28.0% |
| Municipal Bonds | $1,276,273,921 | 15.3% |
| Total | $8,341,659,611 | 100.0% |