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WATERFRONT WEALTH INC.
Tel: 913-951-5800
6711 W 121st Street Suite 200
Overland Park, Kansas 66209
WATERFRONT WEALTH INC.
WATERFRONT WEALTH INC. is a Overland Park, Kansas based financial advisory firm with nearly $775,000,000 in assets under management and provides investment advisory services for 2630 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
173220
SEC#:
801-110161
No. of Clients:
2630
Assets under Management
$775,000,000
No. of Advisors:
13
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