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WATEREQUITY LLC
WATEREQUITY LLC
KANSAS CITY, Missouri
·
8 registered advisors
·
CRD# 281955
SEC# 801-121365
0
816-800-8100
01
Firm Overview
AUM
$322M
Regulatory assets under management
Employees
39
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION AND MONITORING FEES
03
Specialties
Retirement Planning
04
Advisors at WATEREQUITY LLC
8 registered advisors
Catherine Elizabeth Colyer
KANSAS CITY, Missouri
CRD# 7250953
Elan David Emanuel
KANSAS CITY, Missouri
CRD# 7516268
Gary John White
KANSAS CITY, Missouri
CRD# 6662836
Gilbert Ching
KANSAS CITY, Missouri
CRD# 7250960
John Edward Moyer
KANSAS CITY, Missouri
CRD# 7250957
Marie Margaret Milligan
KANSAS CITY, Missouri
CRD# 5300368
Marlene Nadina Hormes
KANSAS CITY, Missouri
CRD# 4227844
Paul G.j. O'connell
KANSAS CITY, Missouri
CRD# 4378684
05
Office Locations
KANSAS CITY, Missouri
8 advisors
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Data sourced from SEC Form ADV filings. WATEREQUITY LLC (CRD# 281955) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.