Overview
Assets Under Management: $147 million
Headquarters: WINCHESTER, VA
High-Net-Worth Clients: 28
Average Client Assets: $1.8 million
Frequently Asked Questions
WATER STREET FINANCIAL 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 #314822), WATER STREET FINANCIAL LLC is subject to fiduciary duty under federal law.
WATER STREET FINANCIAL LLC is headquartered in WINCHESTER, VA.
WATER STREET FINANCIAL LLC serves 28 high-net-worth clients according to their SEC filing dated July 17, 2023. View client details ↓
According to their SEC Form ADV, WATER STREET FINANCIAL LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WATER STREET FINANCIAL LLC manages $147 million in client assets according to their SEC filing dated July 17, 2023.
According to their SEC Form ADV, WATER STREET FINANCIAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.15%
Average Client Assets: $1.8 million
Total Client Accounts: 542
Discretionary Accounts: 526
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 314822
Filing ID: 1773490
Last Filing Date: 2023-07-17 15:21:00