Joshua
Mcalister
Awm Capital, LLC
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About this Advisor
Joshua Mcalister is a financial advisor based in Phoenix, Arizona, working with Awm Capital, LLC. Joshua has previously held positions at Arizona State Grad School, Kpmg, Awm Capital, LLC, and Arizona State University. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Arizona, Florida, and Texas. Currently, Joshua is part of Awm Capital, LLC, which operates out of Phoenix, Arizona. The firm has 5 offices and 30 employees. The firm manages assets totaling $860.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Awm Capital, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Awm Capital, LLC Brokerage Details
$860,648,664
30
2,463
$349,431
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Joshua Mcalister Work History
Awm Capital, LLC
Kpmg
Kpmg
Arizona State Grad School
Arizona State University
Disclosures
Please visit the SEC profile of Joshua Mcalister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Awm Capital, LLC
Phoenix, AZ
Los Angeles, CA
Tyler, TX
Phoenix, AZ
Mt. Gilead, OH
Los Angeles, CA
Los Angeles, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
