WATER OAK ADVISORS, LLC

WINTER PARK, Florida·5 registered advisors·CRD# 140486
SEC# 801-668720407-567-2956
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at WATER OAK ADVISORS, LLC

5 registered advisors
Christopher Henry Hylen
ORLANDO, Florida
CFP
Gregory Joseph Mendoza
WINTER PARK, Florida
Lance Clarke Lemons
WINTER PARK, Florida
Scott Joseph Macaione
WINTER PARK, Florida
Stephen Armfield Curley
WINTER PARK, Florida
05

Office Locations

WINTER PARK, Florida
4 advisors
ORLANDO, Florida
1 advisor

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Data sourced from SEC Form ADV filings. WATER OAK ADVISORS, LLC (CRD# 140486) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.