Overview
Assets Under Management: $178 million
Headquarters: PARAMUS, NJ
High-Net-Worth Clients: 63
Average Client Assets: $2.4 million
Frequently Asked Questions
WATTERS FINANCIAL SERVICES, 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 #126339), WATTERS FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
WATTERS FINANCIAL SERVICES, LLC is headquartered in PARAMUS, NJ.
WATTERS FINANCIAL SERVICES, LLC serves 63 high-net-worth clients according to their SEC filing dated February 27, 2024. View client details ↓
According to their SEC Form ADV, WATTERS FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WATTERS FINANCIAL SERVICES, LLC manages $178 million in client assets according to their SEC filing dated February 27, 2024.
According to their SEC Form ADV, WATTERS FINANCIAL SERVICES, 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
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.16%
Average Client Assets: $2.4 million
Total Client Accounts: 416
Discretionary Accounts: 182
Non-Discretionary Accounts: 234
Regulatory Filings
CRD Number: 126339
Filing ID: 1823912
Last Filing Date: 2024-02-27 12:47:00