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Marlene Nadina Hormes

WATEREQUITY LLC·KANSAS CITY, Missouri
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117 W. 20TH STREET, KANSAS CITY, MO 64108-1825CRD# 4227844Firm CRD# 281955
01

About

Marlene Nadina Hormes 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# 4227844
Firm CRD# 281955
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marlene Nadina Hormes offer?
Marlene Nadina Hormes specializes in Retirement Planning. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Marlene Nadina Hormes's credentials?
Marlene Nadina Hormes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marlene Nadina Hormes located?
Marlene Nadina Hormes 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 Marlene Nadina Hormes charge for services?
Marlene Nadina Hormes'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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