Three Waters Financial
Three Waters Financial (CRD# 312566) is a financial advisory firm headquartered in , . They manage $22,434,252 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Three Waters Financial
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$3,739,042
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Three Waters Financial
1
Rolfe Spiegel (CRD# 7365302) is an Investment Advisor Representative working at Three Waters Financial in Ignacio, CO and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.