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Marie Margaret Milligan

WATEREQUITY LLC·KANSAS CITY, Missouri
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117 W. 20TH STREET, KANSAS CITY, MO 64108-1825CRD# 5300368Firm CRD# 281955
01

About

Marie Margaret Milligan 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
View all advisors at WATEREQUITY LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION AND MONITORING FEES
Regulatory
SEC/IARD CRD# 5300368
Firm CRD# 281955
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marie Margaret Milligan offer?
Marie Margaret Milligan specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Marie Margaret Milligan's credentials?
Marie Margaret Milligan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marie Margaret Milligan located?
Marie Margaret Milligan 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 Marie Margaret Milligan charge for services?
Marie Margaret Milligan'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.
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Nearby cities in Missouri
ST. LOUIS (594)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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