Waterfront Wealth is an investment advisor in Overland Park with $675.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
454998452
SEC advisor number
801-110161
FINRA CRD number
173220
AUM ?
$730.00 mm
(as of 7 Feb 24)
Accounts
2,540
(as of 7 Feb 24)
Employees
13
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21