WATTS CAPITAL PARTNERS LLC
Total AUM
$65.1M
Employees
5Clients
74Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
212-879-0954
Financials
Total AUM
$65.1M
Accounts
73Discretionary
$65M
Accounts
72Non-Discretionary
$74.5K
Accounts
1
Clients
Individual Clients
43AUM
$11.1M
HNW Individual Clients
29AUM
$51.6M
Corporation or Business Clients
2AUM
$2.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.