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Building 2WATERLINE PARTNERS, LLC

Map pinLOS ANGELES, CA
Phone310-256-2570
NotebookSEC #801-63302
Total AUM
$522.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6701 CENTER DRIVE WEST
SUITE 955
LOS ANGELES
CA 90045
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
310-256-2570

ReceiptFinancials

Total AUM
$522.3M
Accounts
247
Discretionary
$522.3M
Accounts
247
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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