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WATER VALLEY INVESTMENT ADVISORS, INC.
WATER VALLEY INVESTMENT ADVISORS, INC.
LITTLE ELM, Texas
·
2 registered advisors
·
CRD# 116936
SEC# 801-121860
2
630-926-0537
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WATER VALLEY INVESTMENT ADVISORS, INC.
2 registered advisors
Kurt Henry Dorr
LITTLE ELM, Texas
CRD# 2279895
Philip Melvin Dorr
LITTLE ELM, Texas
CRD# 1467676
05
Office Locations
LITTLE ELM, Texas
2 advisors
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Data sourced from SEC Form ADV filings. WATER VALLEY INVESTMENT ADVISORS, INC. (CRD# 116936) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.