Awr Investment Management, LLC
● SEC registered since 2024CRD 118538SEC# 801-130506San Rafael, CA
Reg. AUM
$131.6M
Employees
2
Accounts
172
Location
San Rafael, CA
Awr Investment Management, LLC assets under management
Awr Investment Management, LLC operates as an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2024. It reports $131.6 million in regulatory assets under management and employs 2 people.
Awr Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew William Ryan Control | Managing Member/Chief Compliance Officer | 50-75% | 1998 |
| Linda Ann Ryan | Member | 50-75% | 1998 |
Frequently asked questions
How much does Awr Investment Management, LLC manage?
Awr Investment Management, LLC reports $131.6 million in regulatory assets under management on its Form ADV.
How many employees does Awr Investment Management, LLC have?
Awr Investment Management, LLC reports 2 employees.
Where is Awr Investment Management, LLC located?
Awr Investment Management, LLC is based in San Rafael, CA and has been SEC-registered since 2024.
Does Awr Investment Management, LLC disclose fund performance?
Awr Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 883 Fourth Street, San Rafael, CA 94901 |
| Phone | (415) 457-9415 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.6M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$131.6Mregulatory AUM
Discretionary $131.6M