WATTS CAPITAL PARTNERS LLC

8 registered advisors·CRD# 149049
SEC# 801-788130212-735-8921
01

Firm Overview

AUM
$100M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WATTS CAPITAL PARTNERS LLC

8 registered advisors
David Edward Prunier
NEW YORK, New York
Franklin Waung
NEW YORK, New York
John Thomas Preston
NEW YORK, New York
Michael Markoff George
NEW YORK, New York
Sandra Teresa Turner
NEW YORK, New York
Sara E Potter
NEW YORK, New York
Sarah Lynn Poter
NEW YORK, New York
Thomas Wynne Watts
NEW YORK, New York
05

Office Locations

NEW YORK, New York
8 advisors

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Data sourced from SEC Form ADV filings. WATTS CAPITAL PARTNERS LLC (CRD# 149049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.