Waterstone Advisors LLC
RIASEC Registered
Total AUM
$12.5M
Discretionary
$12.5M
100% of AUM
Avg account
$272K
Accounts
46
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 160148
- Website
- waterstoneadvisorsllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI73.62%
- Individuals20.74%
- Charitable Organizations5.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Waterstone Advisors LLC is a small, privately owned limited liability advisory firm that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and charges fees through a combination of AUM-based percentages, hourly billing, and other arrangements. It is not identified as a multi-state adviser or an active ESG investor, and it does not describe itself as a capital allocator or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities47%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents9%
Contacts
1 of 1
Vache Astarjian
Managing DirectorCRD 2119110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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