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Home > Retirement Planners > texas > little elm > WATER VALLEY INVESTMENT ADVISORS, INC.
WATER VALLEY INVESTMENT ADVISORS, INC.
313 Oak Hollow Way
Little Elm, Texas 75068
Tel: 630-926-0537
About WATER VALLEY INVESTMENT ADVISORS, INC.
WATER VALLEY INVESTMENT ADVISORS, INC, formally registered with the SEC as WATER VALLEY INVESTMENT ADVISORS, INC. The firm was established in 07/23/2021. They have over 3 offices throughout the country.
WATER VALLEY INVESTMENT ADVISORS, INC. is a Little Elm, Texas based Financial Planning firm with nearly $125,470,000 assets under management, offering retirement planning & investment advisory services to 451 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116936 |
| SEC# | 801-121860 |
| Assets Managed by Firm | $125,470,000 |
| No. of Clients | 451 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- 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 | 451 | $125,470,000 |
| Individuals (other than high net worth individuals) | 111 | $33,349,690 |
| High net worth individuals | 34 | $85,439,358 |
| Charitable organizations | 4 | $6,680,952 |
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