Waterstreet Investment Consultants, LLC is a large advisory firm based in Austin. It manages $362.45 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.
Waterstreet Investment Consultants provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Waterstreet Investment Consultants, LLC is $362.45 million. The firm's AUM has grown by 5468% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Waterstreet Investment Consultants, LLC for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James David Stoker has been acting as President since 1 Mar 2008. Lindsay Vandevev Rogers joined the executive team most recently as the Chief Operating Officer/Chief Compliance Officer.
The principal office where Waterstreet Investment Consultants, LLC performs its advisory services is located at 100 Congress Avenue, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-334-3300 or by fax 512-334-3301. The normal business hours are 8:30 am - 5:30pm on Monday - Friday.