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Building 2WATERHOUSE LM & CO INC

Map pinVALHALLA, NY
Phone9149605635
NotebookSEC #801-16035
Total AUM
$300M
Employees
3
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SUMMIT LAKE DRIVE SUITE 140
VALHALLA
NY 15095
United States
Operating Hours
9 - 5
Monday - Friday
Phone
9149605635
Other Offices
1

ReceiptFinancials

Total AUM
$300M
Accounts
10
Discretionary
$150M
Accounts
5
Non-Discretionary
$150M
Accounts
5

ContactClients

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Other Clients
10
AUM
$300M
Description of Other Clients
FAMILY OFFICE

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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