Overview
Assets Under Management: $665 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 276
Average Client Assets: $903,503
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 276
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.42
Average High-Net-Worth Client Assets: $903,503
Total Client Accounts: 376
Discretionary Accounts: 376
Regulatory Filings
CRD Number: 151508
Last Filing Date: 2024-04-26 00:00:00
Website: https://waterinv.com