Waterstone Investment Counsel, LLC
Waterstone Investment Counsel, LLC (CRD# 106639) is a financial advisory firm headquartered in Cincinnati, OH. They manage $140,720,552 in 462 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Waterstone Investment Counsel, LLC
By the Numbers
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Total Assets Under Management141MILLION
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Total Number of Accounts462ACCOUNTS
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Average Account Value$304,590
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IN, KY, OH
Financial Advisors at Waterstone Investment Counsel, LLC
No Advisor Found.
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