Chase
Dominguez

Awm Capital, LLC

CRD#7305647
Investment Advisor
in Los Angeles, CA

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About this Advisor

Chase Dominguez is a certified financial planner based out of Los Angeles, California with a total of 3 years of industry experience. Dominguez is an employee of Awm Capital, LLC. Their career trajectory has included roles at Awm Capital, LLC, New Orleans Saints, University Of Utah and Orange Lutheran High School. Dominguez holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in California and Texas. Awm Capital, LLC is a registered investment firm based in Phoenix, AZ. The company has offices in four locations and a total of 21 advisors. It handles $531 million in total assets among its 1,626 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 1,626 client accounts, 46% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fee schedules largely vary depending on the type of financial services provided. However, fee types billed by Awm Capital, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

612 S Broadway Floor 4
Los Angeles, CA 90014

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Awm Capital, LLC Brokerage Details

Total Assets Under Management

$530,893,901

CA Average: $1,555,372,352
Total Number of Employees

21

CA Average: 37
Total Number of Accounts

1,626

CA Average: 1,370
Average Account Size

$326,503

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Chase Dominguez Work History

Chase has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

Awm Capital, LLC

2017 - 2017 (< 1 year)

New Orleans Saints

2013 - 2017 (4 years)

University Of Utah

2009 - 2013 (4 years)

Orange Lutheran High School

*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 Chase Dominguez 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

Jeffrey Locke
Phoenix, AZ
Travis Chick
Tyler, TX
Bryson Mc Guffey
Baton Rouge, LA
Mena Hanna
Los Angeles, CA
Clayton Kimball
Los Angeles, CA
Samuel Acho
Vernon Hills, IL
Zachary Miller
Phoenix, AZ
Joshua Mcalister
Phoenix, AZ

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.

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