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Home > Retirement Planners > florida > fort myers > WATERSTONE FINANCIAL ADVISORY LLC
WATERSTONE FINANCIAL ADVISORY LLC
12597 New Brittany Blvd
Fort Myers, Florida 33907
Tel: 239-288-0977
About WATERSTONE FINANCIAL ADVISORY LLC
WATERSTONE FINANCIAL ADVISORY LLC, formally registered with the SEC as WATERSTONE FINANCIAL ADVISORY LLC. The firm was established in 04/20/2023. They have over 1 offices throughout the country.
WATERSTONE FINANCIAL ADVISORY LLC is a Fort Myers, Florida based Financial Planning firm with nearly $225,643,976 assets under management, offering retirement planning & investment advisory services to 901 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325012 |
| SEC# | 801-127693 |
| Assets Managed by Firm | $225,643,976 |
| No. of Clients | 901 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 901 | $225,643,976 |
| Individuals (other than high net worth individuals) | 223 | $62,115,170 |
| High net worth individuals | 58 | $152,878,128 |
| Pension and profit sharing plans | 1 | $1,994,272 |
| Corporations or other businesses | 6 | $8,656,406 |
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