B. Water Investments

RIASEC Registered
Total AUM
$5.2M
Discretionary
$5.2M
100% of AUM
Avg account
$181K
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
315634
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services

Firm profile

FINTRX

Overview

B. Water Investments is an independent, individual-owned RIA organized as an LLC that serves individual and family clients. The firm combines investment management and financial planning with insurance brokerage services. Its billing arrangements include asset-based fees, hourly charges and performance fees. Advisory services listed include financial planning, portfolio management for individuals and small businesses as well as for institutional or business clients, and market timing services. The firm does not present itself as an active ESG investor and is not described as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Cash & Cash Equivalents 40%, Investment Grade Corp Bonds 1%, Derivatives 1%59%
  • Exchange Traded Equities59%
  • Cash & Cash Equivalents40%
  • Investment Grade Corp Bonds1%
  • Derivatives1%

Owners & executives

1 of 1
  • Michael Zitron

    Michael Zitron

    CEO & CCOCRD 7402807

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth