Waterfront Advisors

Waterfront Advisors (CRD# 324398) is a financial advisory firm headquartered in Avalon, CA. They manage $2,100,000 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 29, Avalon, CA 90704
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $110,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Waterfront Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Young, financial advisor Avalon CA
Christopher C. Young
CRD#: 3277843
Avalon, CA

Christopher Young (CRD# 3277843) is an Investment Advisor Representative working at Waterfront Advisors in Avalon, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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