B. Water Investments
Firm details
- Headquarters
- ,
- CRD number
- 315634
- Website
- bewaterinvestments.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
B. Water Investments is an independent, individual-owned RIA organized as an LLC that serves individual and family clients. The firm combines investment management and financial planning with insurance brokerage services. Its billing arrangements include asset-based fees, hourly charges and performance fees. Advisory services listed include financial planning, portfolio management for individuals and small businesses as well as for institutional or business clients, and market timing services. The firm does not present itself as an active ESG investor and is not described as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Cash & Cash Equivalents40%
- Investment Grade Corp Bonds1%
- Derivatives1%
Owners & executives
1 of 1
Michael Zitron
CEO & CCOCRD 7402807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations