WATER VALLEY INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- SIOUX CENTER, Iowa
- CRD number
- 116936
- Registered since
- July 23, 2021
- Website
- wviainc.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.96%
- Individuals19.66%
- Charitable Organizations5.99%
- Pension & Profit Sharing Plans4.24%
- Corporations / Businesses2.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Water Valley Investment Advisors, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2021. The firm manages investment portfolios and provides financial planning for both individual and family clients as well as institutional and business clients. Its advisory services include portfolio management for individuals, small businesses and institutions, pension consulting, and the publication of periodicals or newsletters. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities1%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3KEVIN GESINK
PartnerCRD 2091815
BEN GESINK
Investment AdvisorCRD 7536386
PHILIP DORR
PresidentCRD 1467676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SIOUX CENTER, IA
SIOUX
Location
SIOUX CENTER, IA
Headquartered in SIOUX CENTER, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- SIOUX
- Address
- 952 N Main Ave
- Time zone
- CT (UTC-6)
- Office locations
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