Awm Global Advisors

AWM Global Advisors is a registered investment adviser based in San Diego, California, established in November 2011. The firm specializes in providing personalized wealth management services, financial planning, and asset management, including discretionary and non-discretionary management of investment portfolios. The principal owner, Ali Alsari, has over 20 years of experience in the financial services industry. AWM Global Advisors offers services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, business entities, and international clients. The minimum account size to establish a relationship with the firm is generally $1,000,000, but smaller portfolios may be accepted based on specific criteria. The firm charges a negotiable annual fee based on a percentage of assets under management, with a maximum annual fee of 2.00%. Investment strategies include long-term and short-term purchases, margin transactions, and option writing. The firm does not provide services for performance-based fees. AWM Global Advisors does not receive compensation for client referrals or engage in soft dollar arrangements. Clients' accounts are held at a qualified custodian, and the firm does not have physical custody of client funds or securities. The firm does not vote proxies on behalf of clients. AWM Global Advisors has policies and procedures in place to address potential conflicts of interest arising from its affiliation with Alhambra Wealth Management and Alhambra Bank and Trust. The firm does not have any financial condition that would prevent it from meeting its commitments to clients. Client privacy is a top priority, and the firm has safeguards in place to protect personal information. In the event of a trade error, the firm takes corrective actions to restore the client's account. AWM Global Advisors does not determine eligibility for class action lawsuits or participate in litigation on behalf of clients.