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Building 2WATERSTREET INVESTMENT CONSULTANTS, LLC

Map pinAUSTIN, TX
Phone512-334-3300
NotebookSEC #801-63464
Total AUM
$362.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CONGRESS AVENUE
SUITE 1400
AUSTIN
TX 78701
United States
Operating Hours
8:30 AM - 5:30PM
Monday - Friday
Phone
512-334-3300

ReceiptFinancials

Total AUM
$362.4M
Accounts
34
Discretionary
$5.7M
Accounts
3
Non-Discretionary
$356.7M
Accounts
31

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
ASSET BASED

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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