Overview
Assets Under Management: $553 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 55
Average Client Assets: $10 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.85
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 948
Discretionary Accounts: 932
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 164975
Last Filing Date: 2025-02-18 00:00:00
Website: https://waterwaywealth.com