WATERSTONE FINANCIAL ADVISORY LLC
SEC Form ADV profile.
Total regulatory AUM
$262,476,520
Discretionary
$260,077,778
Non-discretionary
$2,398,742
Firm details
- CRD number
- 325012
- SEC file number
- 801-127693
- Main office
- FORT MYERS, FL, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.waterstonefs.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.