Waterstone Investment Counsel, LLC

Waterstone Investment Counsel, LLC (CRD# 106639) is a financial advisory firm headquartered in Cincinnati, OH. They manage $82,094,563 in 326 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $251,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, OH

Financial Advisors at Waterstone Investment Counsel, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James W. Bien
CRD#: 21205
9435 Waterstone Boulevard, Suite 120, Cincinnati, OH 45249
93
Wealthminder
score

James Bien (CRD# 21205) is an Investment Advisor Representative working at Waterstone Investment Counsel, LLC in Cincinnati, OH and has over 32 years of experience in the finance industry.

2
Robert M. McCann
CRD#: 1373309
9435 Waterstone Boulevard, Suite 120, Cincinnati, OH 45249
93
Wealthminder
score

Robert McCann (CRD# 1373309) is an Investment Advisor Representative working at Waterstone Investment Counsel, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry.

3
Don G. Brosz
CRD#: 714001
9435 Waterstone Boulevard, Suite 120, Cincinnati, OH 45249
81
Wealthminder
score

Don Brosz (CRD# 714001) is an Investment Advisor Representative working at Waterstone Investment Counsel, LLC in Cincinnati, OH and has over 36 years of experience in the finance industry.

4
Benjamen D. Jacobs
CRD#: 6285250
9435 Waterstone Boulevard, Suite 120, Cincinnati, OH 45249
68
Wealthminder
score

Benjamen Jacobs (CRD# 6285250) is an Investment Advisor Representative working at Waterstone Investment Counsel, LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.

5
Mark A. Roberts
CRD#: 1073632
9435 Waterstone Blvd. Suite 120, Cincinnati, OH 45249
63
Wealthminder
score

Mark Roberts (CRD# 1073632) is an Investment Advisor Representative working at Waterstone Investment Counsel, LLC in Cincinnati, OH and has over 34 years of experience in the finance industry.

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