Be advised. This firm is no longer registered.

Waterbury And Associates

Waterbury And Associates (CRD# 119866) is a financial advisory firm headquartered in Cincinnati, OH. They manage $42,284,339 in 124 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Po Box 54445, Cincinnati, OH 45254
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $341,003
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, LA, OH

Financial Advisors at Waterbury And Associates
No Advisor Found.

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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