Citadel
Penn
Awm Global Advisors
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About this Advisor
Citadel Penn is a financial advisor based in San Diego, California, working with Awm Global Advisors. Citadel has previously held positions at Edward Jones, Nicolas Creative Touch, National University-Spectrum Campus, Lingsen Precision Industries LTD, Awm Global Advisors, and Go2Pix. Citadel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Citadel is part of Awm Global Advisors, which operates out of San Diego, California. The firm has 4 employees and manages assets totaling $90.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Awm Global Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Awm Global Advisors Brokerage Details
$90,872,487
4
143
$635,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Citadel Penn Work History
Awm Global Advisors
Go2Pix
Edward Jones
Nicolas Creative Touch
National University-Spectrum Campus
Lingsen Precision Industries LTD
Disclosures
Please visit the SEC profile of Citadel Penn 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 Global Advisors
San Diego, CA
San Diego, CA
San Diego, CA
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