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AWR Investment Management

EST. AUM
$127,845,794

CONTACTS
1

CLIENT ACCOUNTS
175

Firm Details

Metro area San Francisco
CRD Number 118538
Website awrinvestmentmanagement.com
Client types

Overview

Andy Ryan is the managing member and Chief Investment Officer of AWR Investment Management. He is also a Senior Investment Advisor with Heffernan Investment Services. Previous to AWR and Heffernan, Andy served as the Chief Financial Officer for Wells Fargo's institutional mutual fund group. At Wells Fargo, Andy helped coordinate the development of the firm's proprietary family of mutual funds and other investment strategies. Prior to Wells Fargo, Andy was the compliance manager of the Schwab Fund and Charles Schwab Investment Management, helping to pioneer the firm's first mutual funds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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