Watermill Advisory Services, Inc.
Watermill Advisory Services, Inc. (CRD# 116166) is a financial advisory firm headquartered in Wakefield, MA. They manage $28,000,000 in 49 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$571,429
- 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 33 years of experience in the finance industry.