WATERSTONE INVESTMENT COUNSEL, LLC
WATERSTONE INVESTMENT COUNSEL, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 106639). Regulatory assets under management: $140.7M.
Registration
- CRD: 106639
- SEC file number: 801-114090
- Type: Registered investment adviser
- Location: 9435 WATERSTONE BOULEVARD, SUITE 120, CINCINNATI, OH, 45249-8227
- Phone: 513-573-0440
- Latest filing: 2023-04-04
- Regulatory AUM: $140.7M
- Discretionary AUM: $140.5M
- Non-discretionary AUM: $171K
- Clients: 3
- Accounts: 462
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| ROBERTS MARK ALAN | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| BROSZ DON GAYLE | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
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