Waterfront Wealth Inc.
Waterfront Wealth Inc. (CRD# 173220) is a financial advisory firm headquartered in Overland Park, KS. They manage $102,000,000 in 484 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management102MILLION
Total Number of Accounts484ACCOUNTS
Average Account Value$210,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, CA, FL, KS, MO, NE, TX