Awad Asset Management, Inc. is a large advisory firm based in St Petersburg. It manages $622.86 million of regulatory assets for 923 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Awad Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Awad Asset Management, Inc. is $622.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Awad Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Alexander Dowdle has been acting as President since 1 Jul 1998. Richard John Rossi joined the executive team most recently as the Director.
The principal office where Awad Asset Management, Inc. performs its advisory services is located at 880 Carillon Parkway, St Petersburg, FL 33716 The mailing address of the firm is 880 Carillon Parkway, St. Petersburg, FL 33716. An additional office of the firm is in Boston, MA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 800 237-3101 or by fax 727 567-8285. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.awadassetmanagement.com.