Justin
Dyer

Awm Capital, LLC

CRD#5474967
Investment Advisor
in Los Angeles, CA

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About this Advisor

Justin Dyer is a certified financial planner and chartered financial analyst operating out of Los Angeles, California, with 4 years of industry experience. Dyer is currently employed by Awm Capital, LLC. Dyer has gained experience at Roof, Eidam, Maycock, Lpl Financial Corporation, Waypoint Wealth Partners, Penniall & Associates, Awm Capital, Retirement Wellness Group, Phc Inc, Addwealth Advisors, LLC, Bridge Advisory LLC and Awm Ventures LLC. Dyer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Awm Capital, LLC is a registered investment firm headquartered in Phoenix, AZ. It has offices in four locations and a total of 21 people on staff. It has $531 million in assets under management among its 1,626 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,626 client accounts, 46% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Awm Capital, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors vary depending on the type of services offered. However, fee types billed by Awm Capital, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

4 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

Justin Dyer Work History

Justin has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Awm Ventures LLC

2019 - Present (5 years)

Awm Capital

2016 - Present (8 years)

Phc Inc

2016 - Present (8 years)

Bridge Advisory LLC

2020 - 2021 (1 year)

Addwealth Advisors, LLC

2019 - 2021 (2 years)

Penniall & Associates

2019 - 2021 (2 years)

Retirement Wellness Group

2013 - 2016 (3 years)

Waypoint Wealth Partners

2009 - 2013 (4 years)

Lpl Financial Corporation

2007 - 2013 (6 years)

Roof, Eidam, Maycock

*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 Justin Dyer 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
Mena Hanna
Los Angeles, CA
Bryson Mc Guffey
Baton Rouge, LA
Samuel Acho
Vernon Hills, IL
Clayton Kimball
Los Angeles, CA
Baraka Murimi
Phoenix, AZ
Zachary Miller
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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