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Awad Asset Management, Inc.

250 Park Ave., 2nd Floor
New York, New York 10177
United States
Contact :      Ms. Jamie Connelly
Phone :       212-297-5620
Fax :             212-297-5622
Email :
Web : 

Awad Asset Management, Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $660
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1992
Wrap Programs Offered? : Yes
# of Accounts Managed : 953
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Awad Asset Management, Inc. History

Awad Asset Management, Inc. (Awad) was founded in 1992 as Awad & Associates. Today the firm is a wholly owned subsidiary of Raymond James Financial, Inc. a New York Stock Exchange-listed firm. Jim Awad, a veteran of the investment business with more than 30 years of portfolio management experience, serves as the company's Chairman and President. Jim and his team of investment professionals are located in New York. Administration, operations, sales and marketing are located at the Raymond James headquarters in St. Petersburg, Florida where more than 3,000 home office employees support various Raymond James functions. Awad manages over $700 million in more than 900 small capitalization and small capitalization concentrated portfolios for individuals, retirement plans, trusts, foundations, estates, corporations and mutual funds. Each account is managed in accordance with the individual investment objectives of the client.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Awad Asset Management, Inc. Personnel

Mr.  Jim Awad

Portfolio Manager
Tel : 212-297-5620
Jim is Chairman of Awad Asset Management. He has been in the securities industry for more than 30 years as a portfolio manager and senior investment officer. Awad Asset Management now manages more than $700 million in assets for individuals and institutions. Jim received a B.S. from Washington and Lee University and an M.B.A. from Harvard University Graduate School of Business. He is a frequent speaker to the investment community. Jim often appears on cable's CNBC, CNN, Fox Satellite, CNNFN and Bloomberg Financial News. Jim is a trustee of the Berkshire School in Sheffield, Massachusetts and is a member of the Brick Church. He also serves on the Board of One East End Avenue Corporation and The Abraham Fund. Jim is a retired member of the Dean's Council at the John F. Kennedy School of Government at Harvard University and a past deacon and member of the Investment Committee at Brick Church, and is retired from the boards of Seeds of Peace and the Spence School in New York City.

Awad Asset Management, Inc. Product Name

Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.

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