Matthew
Howie

Awm Financial Services Inc

CRD#6568073
Investment Advisor
in Spring, TX

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About this Advisor

Matthew Howie is a financial advisor based in Spring, Texas, working with Awm Financial Services Inc. Matthew has previously held positions at Enterprise Rent-A-Car, Edward Jones, Terminix, Frost Brokerage Services, Cammed Goods, The Broughton Investment Group, Inc, Awm Financial Services Inc, Gulf Coast Center, Cords Investments, Broughton Investment Group, and Frost Brokerage. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Matthew is part of Awm Financial Services Inc, which operates out of Spring, Texas. The firm has 13 employees and manages assets totaling $198.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Awm Financial Services Inc includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

9595 Six Pines Drive Building 4 Suite 4230
Spring, TX 77380

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Awm Financial Services Inc Brokerage Details

Total Assets Under Management

$198,000,000

TX Average: $3,042,739,679
Total Number of Employees

13

TX Average: 49
Total Number of Accounts

2,013

TX Average: 2,315
Average Account Size

$98,361

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Howie Work History

2023 - Present (2 years)

Awm Financial Services Inc

2023 - 2023 (< 1 year)

Cords Investments

2022 - 2023 (1 year)

Gulf Coast Center

2021 - 2021 (< 1 year)

Frost Brokerage Services

2021 - 2022 (1 year)

The Broughton Investment Group, Inc

2021 - 2022 (1 year)

Broughton Investment Group

2019 - 2022 (3 years)

Cammed Goods

2019 - 2020 (1 year)

Frost Brokerage

2015 - 2019 (4 years)

Edward Jones

2015 - 2017 (2 years)

Terminix

2009 - 2015 (6 years)

Enterprise Rent-A-Car

2009 - 2015 (6 years)

Enterprise Rent-A-Car

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Howie 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 Financial Services Inc

Raymond Knezek
Spring, TX
Holly Cramer
Spring, TX
Matthew Stevenson
Spring, TX
Peter Lott
Spring, TX
Ashton Edwards
Spring, TX
Matthew Howie
Spring, TX
Justin Napoleon
Spring, TX
Daniel Wheless
Spring, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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