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WATER STREET CAPITAL, INC.
4306 Pablo Oaks Court
Jacksonville, Florida 32224
Tel: 904-355-5959
About WATER STREET CAPITAL, INC.
WATER STREET CAPITAL, INC, formally registered with the SEC as WATER STREET CAPITAL, INC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
WATER STREET CAPITAL, INC. is a Jacksonville, Florida based Financial Planning firm with nearly $2,064,815,125 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158133 |
| SEC# | 801-73810 |
| Assets Managed by Firm | $2,064,815,125 |
| No. of Clients | 5 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $2,064,815,125 |
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