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Building 2WATERSTONE FINANCIAL GROUP, INC.

Map pinBOSTON, MA
Phone617-423-3644
NotebookSEC #801-62113
Total AUM
$398M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BEACON STREET, 22ND FLOOR
BOSTON
MA 02108
United States
Operating Hours
8:30-5:00 PM
Monday - Friday
Phone
617-423-3644

ReceiptFinancials

Total AUM
$398M
Accounts
3,655
Discretionary
$210M
Accounts
2,021
Non-Discretionary
$188M
Accounts
1,634

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
ALARAZCACOCTDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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