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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