MICHAEL WATERS INVESTMENT ADVISERS LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 316400
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Michael Waters Investment Advisers LLC operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm employs a fee structure that includes a percentage of assets under management and fixed fees. While it does not actively engage in ESG investing, it has carved out a niche in managing portfolios for small businesses and individuals. The firm is classified as unclassified, indicating a broad range of potential investment strategies without a specific focus.
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 Equities95%
- US Government Bonds5%
Owners & executives
1 of 1Michael Waters
Chief Compliance OfficerCRD 7426819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 616 N Broadway Ave
- Time zone
- CT (UTC-6)
- Office locations
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