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Jeffrey Cole Erb

WATERSTONE CAPITAL MANAGEMENT, L.P.·PLYMOUTH, Minnesota
Unclaimed Profile
2 CARLSON PARKWAY, PLYMOUTH, MN 55447CRD# 5905564Firm CRD# 138535
01

About

Jeffrey Cole Erb is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with WATERSTONE CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
WATERSTONE CAPITAL MANAGEMENT, L.P.
WATERSTONE CAPITAL MANAGEMENT, L.P.
AUM
$486M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WATERSTONE CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5905564
Firm CRD# 138535
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Cole Erb offer?
Jeffrey Cole Erb specializes in Retirement Planning. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Jeffrey Cole Erb's credentials?
Jeffrey Cole Erb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Cole Erb located?
Jeffrey Cole Erb is based in PLYMOUTH, Minnesota, working with WATERSTONE CAPITAL MANAGEMENT, L.P.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Jeffrey Cole Erb charge for services?
Jeffrey Cole Erb's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERSTONE CAPITAL MANAGEMENT, L.P.?
WATERSTONE CAPITAL MANAGEMENT, L.P. has approximately 7 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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