Claim Profile
EE

Elan David Emanuel

WATEREQUITY LLC·KANSAS CITY, Missouri
Unclaimed Profile
117 W. 20TH STREET, KANSAS CITY, MO 64108-1825CRD# 7516268Firm CRD# 281955
01

About

Elan David Emanuel is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with WATEREQUITY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WATEREQUITY LLC
WATEREQUITY LLC
AUM
$322M
Regulatory assets under management
Employees
39
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION AND MONITORING FEES
Regulatory
SEC/IARD CRD# 7516268
Firm CRD# 281955
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Elan David Emanuel offer?
Elan David Emanuel specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Elan David Emanuel's credentials?
Elan David Emanuel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elan David Emanuel located?
Elan David Emanuel is based in KANSAS CITY, Missouri, working with WATEREQUITY LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Elan David Emanuel charge for services?
Elan David Emanuel's firm is compensated through percentage of aum, performance-based fees, other: acquisition and monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATEREQUITY LLC?
WATEREQUITY LLC has approximately 39 employees and manages $322M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty