WATER STREET FINANCIAL LLC

WATER STREET FINANCIAL LLC of WINCHESTER, VA is an SEC-registered investment adviser (CRD 314822). Regulatory assets under management: $147.3M.

Registration

• CRD: 314822
• SEC file number: 801-121720
• Type: Registered investment adviser
• Location: 335 WESTSIDE STATION DRIVE, WINCHESTER, VA, 22601
• Phone: 540-450-8351
• Latest filing: 2023-07-17
• Regulatory AUM: $147.3M
• Discretionary AUM: $116.7M
• Non-discretionary AUM: $30.6M
• Clients: 8
• Accounts: 542

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314822 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search