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Building 2WATER STREET FINANCIAL LLC

Map pinWINCHESTER, VA
Phone540-450-8351
NotebookSEC #801-121720
Total AUM
$147.3M
Employees
8
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
335 WESTSIDE STATION DRIVE
WINCHESTER
VA 22601
United States
Operating Hours
9:00AM TO 4:00PM
Monday - Friday
Phone
540-450-8351

ReceiptFinancials

Total AUM
$147.3M
Accounts
542
Discretionary
$116.7M
Accounts
526
Non-Discretionary
$30.6M
Accounts
16

ContactClients

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Individual Clients
282
AUM
$61.3M
HNW Individual Clients
28
AUM
$50.3M
Pension/Profit Sharing Plan Clients
17
AUM
$32.4M
Charitable Organization Clients
2
AUM
$1.4M
Corporation or Business Clients
2
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVAWV

HandshakeAffiliates

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

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