Waterstone Financial Advisory LLC
Waterstone Financial Advisory LLC (CRD# 325012) is a financial advisory firm headquartered in Fort Myers, FL. They manage $181,381,208 in 821 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management181MILLION
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Total Number of Accounts821ACCOUNTS
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Average Account Value$220,927
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MI, NH, OH, PA, TX
Financial Advisors at Waterstone Financial Advisory LLC
1
James Gallagher (CRD# 5766671) is an Investment Advisor Representative working at Waterstone Financial Advisory LLC in Fort Myers, FL and has over 14 years of experience in the finance industry.
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