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
https://www.threewatersfinancial.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Three Waters Financial
Showing 1 - 1 of 1 top financial advisors.
1
Rolfe Spiegel, financial advisor Ignacio CO
Rolfe W. Spiegel
CRD#: 7365302
Ignacio, CO

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.

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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