Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > missouri > kansas city > WATEREQUITY LLC
WATEREQUITY LLC
117 W. 20th Street
Suite 204
Kansas City, Missouri 64108-1825
Tel: 816-800-8100
About WATEREQUITY LLC
WATEREQUITY LLC, formally registered with the SEC as WATEREQUITY LLC. The firm was established in 05/28/2021. They have over 1 offices throughout the country.
WATEREQUITY LLC is a Kansas City, Missouri based Financial Planning firm with nearly $322,201,973 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281955 |
| SEC# | 801-121365 |
| Assets Managed by Firm | $322,201,973 |
| No. of Clients | 5 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ACQUISITION AND MONITORING FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $322,201,973 |
More Retirement Planning firms in Kansas City, Missouri:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $824,988,034,503 | 5086856 | 29003 | |
| $558,464,518,060 | 1352052 | 19871 | |
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 |
Explore More Retirement Advisors in Kansas City, Missouri