WATERFRONT WEALTH INC.

6711 W 121st Street
Suite 200
Overland Park, Kansas 66209
Tel: 913-951-5800

About WATERFRONT WEALTH INC.

WATERFRONT WEALTH INC, formally registered with the SEC as WATERFRONT WEALTH INC. The firm was established in 03/22/2017. They have over 2 offices throughout the country.

WATERFRONT WEALTH INC. is a Overland Park, Kansas based Financial Planning firm with nearly $775,000,000 assets under management, offering retirement planning & investment advisory services to 2630 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173220
SEC#	801-110161
Assets Managed by Firm	$775,000,000
No. of Clients	2630
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2630	$775,000,000
Individuals (other than high net worth individuals)	648	$428,000,000
High net worth individuals	86	$297,000,000
Pension and profit sharing plans	Fewer than 5 clients	$12,000,000
Charitable organizations	Fewer than 5 clients	$34,000,000
Corporations or other businesses	Fewer than 5 clients	$4,000,000

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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