Waterford Financial Management, LLC

Waterford Financial Management, LLC (CRD# 143810) is a financial advisory firm headquartered in Fair Haven, MI. They manage $31,840,702 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $776,602
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.

MI

Financial Advisors at Waterford Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan A. Phelan
CRD#: 4083286
9834 Dixie Hwy., Fair Haven, MI 48023

Jonathan Phelan (CRD# 4083286) is an Investment Advisor Representative working at Waterford Financial Management, LLC in Fair Haven, MI and has 1 year of experience in the finance industry.

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