Joshua
Mcalister
Awm Capital, LLC
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About this Advisor
Joshua Mcalister is a certified financial planner based out of Phoenix, Arizona with 3 years of relevant experience. Mcalister currently works for Awm Capital, LLC. Mcalister has gained experience at Arizona State Grad School, Kpmg, Awm Capital, LLC and Arizona State University. Mcalister holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Arizona, Florida and Texas. Awm Capital, LLC is a registered investment firm that has its headquarters in Phoenix, AZ. It has offices in four locations and a total of 21 advisors. It manages $531 million in assets under management among its 1,626 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 1,626 customer accounts, 46% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Awm Capital, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Awm Capital, LLC Brokerage Details
$530,893,901
21
1,626
$326,503
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Joshua Mcalister Work History
Joshua has been registered as a financial advisor for 3 years.*
Awm Capital, LLC
Kpmg
Kpmg
Arizona State Grad School
Arizona State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Tyler, TX
Phoenix, AZ
Phoenix, AZ
Baton Rouge, LA
Phoenix, AZ
Vernon Hills, IL
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
