Waterhouse L M & Co Inc.
Waterhouse L M & Co Inc. (CRD# 111053) is a financial advisory firm headquartered in Valhalla, NY. They manage $310,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management310MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$38,750,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services