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Building 2WATERSTONE INVESTMENT COUNSEL, LLC

Map pinCINCINNATI, OH
Phone513-573-0440
NotebookSEC #801-49269
Total AUM
$59M
Employees
3
Clients
0

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
$59M
Accounts
284
Discretionary
$58.7M
Accounts
279
Non-Discretionary
$338.7K
Accounts
5

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
FLKYOH

HandshakeAffiliates

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

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