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Building 2WATERSTONE INVESTMENT COUNSEL, LLC

Map pinCINCINNATI, OH
Phone513-573-0440
NotebookSEC #801-114090
Total AUM
$140.7M
Employees
3
Clients
462

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9435 WATERSTONE BOULEVARD
SUITE 120
CINCINNATI
OH 45249-8227
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
513-573-0440

ReceiptFinancials

Total AUM
$140.7M
Accounts
462
Discretionary
$140.5M
Accounts
461
Non-Discretionary
$170.8K
Accounts
1

ContactClients

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Individual Clients
303
AUM
$32.4M
HNW Individual Clients
159
AUM
$108.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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