Waterrock Global Asset Management

Waterrock Global Asset Management (CRD# 151309) is a financial advisory firm headquartered in Bellevue, WA. They manage $57,928,708 in 373 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
29 148th Ave Se, Bellevue, WA 98007
http://www.waterrockglobal.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $155,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, OR, WA

Financial Advisors at Waterrock Global Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Churchill, financial advisor Scottsdale AZ
Kevin M. Churchill
CRD#: 4856496
Scottsdale, AZ

Kevin Churchill (CRD# 4856496) is an Investment Advisor Representative working at Waterrock Global Asset Management in Scottsdale, AZ and has 1 year of experience in the finance industry.

2
Adam Droker, financial advisor Bellevue WA
Adam D. Droker
CRD#: 4830451
29 148th Ave Se, Bellevue, WA 98007
Adam Droker (CRD# 4830451) is an Investment Advisor Representative working at Waterrock Global Asset Management in Bellevue, WA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals