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WATERROCK WEALTH MANAGEMENT

Tel: 505-831-6342
6565 Americas Parkway Ne
Ste 200
Albuquerque, New Mexico  87110

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WATERROCK WEALTH MANAGEMENT

WATERROCK WEALTH MANAGEMENT is a Albuquerque, New Mexico based financial advisory firm with nearly $113,231,308 in assets under management and provides investment advisory services for 236 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

296462

SEC#:

801-128547

No. of Clients:

236

Assets under Management

$113,231,308

No. of Advisors:

5

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