WATEREQUITY LLC - Financial Advisor in Missouri, Kansas City

Tel: 816-800-8100 117 W. 20th Street Suite 204 Kansas City, Missouri 64108-1825

About WATEREQUITY LLC

WATEREQUITY LLC is a Kansas City, Missouri based financial advisory firm with nearly $322,201,973 in assets under management and provides investment advisory services for 5 clients. There are currently 39 financial advisors at the firm.

General Information

Firm CRD#:

281955

Firm SEC#:

801-121365

Assets Under Management:

$322,201,973

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based, Other (ACQUISITION AND MONITORING FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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105778

801-8174

647

225

$229,554,718,263

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111787

801-60188

140

$33,033,194,860

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311623

801-119958

1765

$6,506,508,831

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148534

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659

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801-60083

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163548

801-110914

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102

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