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Brian Preston Waterhouse

HUNTER CAPITAL LIMITED PARTNERSHIP·NEW ALBANY, Ohio
Clean recordHUNTER CAPITAL LIMITED PARTNERSHIP
29 S. HIGH STREET, NEW ALBANY, OH 43054CRD# 7051111Firm CRD# 299914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Preston Waterhouse · NEW ALBANY, OH
Registration
CRD #7051111 · HUNTER CAPITAL LIMITED PARTNERSHIP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Preston Waterhouse is a registered financial advisor based in NEW ALBANY, Ohio, affiliated with HUNTER CAPITAL LIMITED PARTNERSHIP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HUNTER CAPITAL LIMITED PARTNERSHIP
HUNTER CAPITAL LIMITED PARTNERSHIP
AUM
$209M
Regulatory assets under management
Employees
5
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7051111
Firm CRD# 299914
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05

Frequently Asked Questions

What services does Brian Preston Waterhouse offer?
Brian Preston Waterhouse specializes in Retirement Planning. Contact their office in NEW ALBANY, Ohio for a consultation.
What are Brian Preston Waterhouse's credentials?
Brian Preston Waterhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Preston Waterhouse located?
Brian Preston Waterhouse is based in NEW ALBANY, Ohio, working with HUNTER CAPITAL LIMITED PARTNERSHIP. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.
How does Brian Preston Waterhouse charge for services?
Brian Preston Waterhouse'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 HUNTER CAPITAL LIMITED PARTNERSHIP?
HUNTER CAPITAL LIMITED PARTNERSHIP has approximately 5 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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