Water Dog Asset Management LLC

RIAState Registered
Total AUM
$5.9M
Discretionary
$1M
17% of AUM
Avg account
$347K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
281720
Registered since
March 19, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Water Dog Asset Management LLC is a small, independent limited liability partnership that provides fee-based portfolio management primarily to individual and family clients. The adviser bills on a percentage-of-assets-under-management basis and focuses on discretionary and non-discretionary portfolio work for individuals and small businesses. The firm is state-registered in Colorado and Wyoming and is owned by an individual principal. Water Dog does not emphasize ESG investing and does not position itself as a capital allocator or pension consultant.

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 70%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 10%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents10%

Owners & executives

FINTRX

Contacts

FINTRX

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