Mena
Hanna

Awm Capital, LLC

CRD#7027250
Investment Advisor
in Los Angeles, CA

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About this Advisor

Mena Hanna is a chartered financial analyst operating out of Los Angeles, California who has 2 years of industry experience. Hanna is an advisor for Awm Capital, LLC. Over the course of their career, Hanna has held roles at Bridge Advisory LLC, Awm Capital, LLC, La Canada High School, University Of Miami and Phc Inc. Hanna has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Awm Capital, LLC is a financial advisory business that has its headquarters in Phoenix, AZ. The investment advisory business has offices in four locations and a total of 21 advisors. It handles $531 million in assets among its 1,626 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,626 accounts, 46% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial advisory services vary depending on the financial services offered. Fees charged by Awm Capital, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

2 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
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

Mena Hanna Work History

Mena has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Awm Capital, LLC

2018 - Present (6 years)

Bridge Advisory LLC

2018 - Present (6 years)

Phc Inc

2014 - 2018 (4 years)

University Of Miami

2011 - 2014 (3 years)

La Canada 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 Mena Hanna 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
Clayton Kimball
Los Angeles, CA
Baraka Murimi
Phoenix, AZ
Zachary Miller
Phoenix, AZ
Joshua Mcalister
Phoenix, AZ
Bryson Mc Guffey
Baton Rouge, LA

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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