Overview
Assets Under Management: $2.0 billion
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 406
Average Client Assets: $4.3 million
Frequently Asked Questions
WATER OAK ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140486), WATER OAK ADVISORS, LLC is subject to fiduciary duty under federal law.
WATER OAK ADVISORS, LLC is headquartered in WINTER PARK, FL.
WATER OAK ADVISORS, LLC serves 406 high-net-worth clients according to their SEC filing dated July 16, 2018. View client details ↓
According to their SEC Form ADV, WATER OAK ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WATER OAK ADVISORS, LLC manages $2.0 billion in client assets according to their SEC filing dated July 16, 2018.
According to their SEC Form ADV, WATER OAK ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 406
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.89%
Average Client Assets: $4.3 million
Total Client Accounts: 1,826
Discretionary Accounts: 1,698
Non-Discretionary Accounts: 128
Regulatory Filings
CRD Number: 140486
Filing ID: 1229637
Last Filing Date: 2018-07-16 15:14:00