Water Dog Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 281720
- Registered since
- April 21, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Water Dog Asset Management LLC is a small, independent limited liability partnership that provides fee-based portfolio management primarily to individual and family clients. The adviser bills on a percentage-of-assets-under-management basis and focuses on discretionary and non-discretionary portfolio work for individuals and small businesses. The firm is state-registered in Colorado and Wyoming and is owned by an individual principal. Water Dog does not emphasize ESG investing and does not position itself as a capital allocator or pension consultant.
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 Equities70%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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