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Building 2WATERSTONE FINANCIAL ADVISORY LLC

Map pinFORT MYERS, FL
Phone239-288-0977
NotebookSEC #801-127693
Total AUM
$262.5M
Employees
5
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12597 NEW BRITTANY BLVD
FORT MYERS
FL 33907
United States
Operating Hours
9:00 A.M. TO 5:00 P.M. PST
Monday - Friday
Phone
239-288-0977

ReceiptFinancials

Total AUM
$262.5M
Accounts
954
Discretionary
$260.1M
Accounts
953
Non-Discretionary
$2.4M
Accounts
1

ContactClients

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Individual Clients
218
AUM
$73.5M
HNW Individual Clients
67
AUM
$177.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Corporation or Business Clients
5
AUM
$9.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINHOHPATNTX

HandshakeAffiliates

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

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