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Charles Dwight Wattles

LONG ROAD INVESTMENT COUNSEL, LLC·KALAMAZOO, Michigan
Clean recordLONG ROAD INVESTMENT COUNSEL, LLC
107 W. MICHIGAN AVE, KALAMAZOO, MI 49007-3946CRD# 1315433Firm CRD# 171343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Dwight Wattles · KALAMAZOO, MI
Registration
CRD #1315433 · LONG ROAD INVESTMENT COUNSEL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Dwight Wattles is a registered financial advisor based in KALAMAZOO, Michigan, affiliated with LONG ROAD INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LONG ROAD INVESTMENT COUNSEL, LLC
LONG ROAD INVESTMENT COUNSEL, LLC
AUM
$284M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LONG ROAD INVESTMENT COUNSEL, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1315433
Firm CRD# 171343
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Dwight Wattles offer?
Charles Dwight Wattles specializes in Investment Management, Fee-Only Advisory. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Charles Dwight Wattles's credentials?
Charles Dwight Wattles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Dwight Wattles located?
Charles Dwight Wattles is based in KALAMAZOO, Michigan, working with LONG ROAD INVESTMENT COUNSEL, LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does Charles Dwight Wattles charge for services?
Charles Dwight Wattles's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONG ROAD INVESTMENT COUNSEL, LLC?
LONG ROAD INVESTMENT COUNSEL, LLC has approximately 1 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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