Waterrock Global Asset Management
Waterrock Global Asset Management (CRD# 151309) is a financial advisory firm headquartered in Bellevue, WA. They manage $57,928,708 in 373 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Waterrock Global Asset Management
By the Numbers
-
Total Assets Under Management58MILLION
-
Total Number of Accounts373ACCOUNTS
-
Average Account Value$155,305
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, OR, WA
Financial Advisors at Waterrock Global Asset Management
1
Kevin Churchill (CRD# 4856496) is an Investment Advisor Representative working at Waterrock Global Asset Management in Bellevue, WA and has 1 year of experience in the finance industry.
2
Adam Droker (CRD# 4830451) is an Investment Advisor Representative working at Waterrock Global Asset Management in Bellevue, WA and has over 10 years of experience in the finance industry.
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