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WATERFRONT FINANCIAL MANAGEMENT LLC
WATERFRONT FINANCIAL MANAGEMENT LLC
SILVERDALE, Washington
·
3 registered advisors
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CRD# 289408
SEC# 801-111075
1
(360) 692-9000
01
Firm Overview
AUM
$80M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: BUNDLED/WRAP ACCOUNT FEES;
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WATERFRONT FINANCIAL MANAGEMENT LLC
3 registered advisors
Craig Ball Huish
SILVERDALE, Washington
CRD# 1870334
Garrett Douglas Dastrup
SILVERDALE, Washington
CRD# 4962662
Melinda Beth Huish
SILVERDALE, Washington
CRD# 2661017
05
Office Locations
SILVERDALE, Washington
3 advisors
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Data sourced from SEC Form ADV filings. WATERFRONT FINANCIAL MANAGEMENT LLC (CRD# 289408) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.