Waterfront Wealth Inc.
Waterfront Wealth Inc. (CRD# 173220) is a financial advisory firm headquartered in Overland Park, KS. They manage $9,395,631 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$191,748
- 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
Amie Shields (CRD# 4272190) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 15 years of experience in the finance industry.