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Daniel Paul Michalk

WATERWAY WEALTH MANAGEMENT, L.L.C.·THE WOODLANDS, Texas
Unclaimed Profile
21 WATERWAY, THE WOODLANDS, TX 77380CRD# 2579778Firm CRD# 164975
01

About

Daniel Paul Michalk is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with WATERWAY WEALTH MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WATERWAY WEALTH MANAGEMENT, L.L.C.
WATERWAY WEALTH MANAGEMENT, L.L.C.
AUM
$581M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at WATERWAY WEALTH MANAGEMENT, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2579778
Firm CRD# 164975
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Paul Michalk offer?
Daniel Paul Michalk specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Daniel Paul Michalk's credentials?
Daniel Paul Michalk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Paul Michalk located?
Daniel Paul Michalk is based in THE WOODLANDS, Texas, working with WATERWAY WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Daniel Paul Michalk charge for services?
Daniel Paul Michalk's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERWAY WEALTH MANAGEMENT, L.L.C.?
WATERWAY WEALTH MANAGEMENT, L.L.C. has approximately 13 employees and manages $581M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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