Water Valley Investment Advisors, Inc.

Water Valley Investment Advisors, Inc. (CRD# 116936) is a financial advisory firm headquartered in Little Elm, TX. They manage $125,470,000 in 451 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
313 Oak Hollow Way, Little Elm, TX 75068
http://www.wviainc.com
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $278,204
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IA, IL, NE, TX

Financial Advisors at Water Valley Investment Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kurt Dorr, financial advisor Naperville IL
Kurt H. Dorr
CRD#: 2279895
Naperville, IL

Kurt Dorr (CRD# 2279895) is an Investment Advisor Representative working at Water Valley Investment Advisors, Inc. in Naperville, IL and has over 31 years of experience in the finance industry.

2
Philip Dorr, financial advisor Naperville IL
Philip M. Dorr
CRD#: 1467676
Naperville, IL

Philip Dorr (CRD# 1467676) is an Investment Advisor Representative working at Water Valley Investment Advisors, Inc. in Naperville, IL and has over 35 years of experience in the finance industry.

3
Kevin Gesink, financial advisor Sioux Center IA
Kevin J. Gesink
CRD#: 2091815
952 N. Main Avenue, Sioux Center, IA 51250

Kevin Gesink (CRD# 2091815) is an Investment Advisor Representative working at Water Valley Investment Advisors, Inc. in Sioux Center, IA and has 1 year 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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