Watermill Advisory Services, Inc.
Watermill Advisory Services, Inc. (CRD# 116166) is a financial advisory firm headquartered in , . They manage $21,500,000 in 58 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$370,690
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Leonard Coris (CRD# 54239) is an Investment Advisor Representative working at Watermill Advisory Services, Inc. in Waltham, MA and has over 35 years of experience in the finance industry.