W
$5.9M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2016
- Office Locations
- 1
Office Locations
-- Buffalo WY
About Water DOG Asset Management LLC
Water DOG Asset Management LLC is a Buffalo-based RIA. The firm has been operating for 10 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$347.1K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEITH MICHAEL GLINER
Chief Compliance Officer, Managing Member
- CRD
- #6576376
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | $75,000 |
| Non-Discretionary | $4,900,000 | $40,000 |
| Total | $5,900,000 | $68,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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