CRD: 116936
Water Valley Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-1998
- Office Locations
- 2
Office Locations
About Water Valley Investment Advisors, Inc.
Water Valley Investment Advisors is an independent, fee-based wealth management and financial planning firm providing investment management plus retirement, tax and 401(k) planning, asset strategy, and client financial education. The team emphasizes in-depth research and access to institutional money managers, and often works with business owners. Custody includes Charles Schwab; supports both retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN JAY GESINK
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2091815
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PHILIP MELVIN DORR
President
- CRD
- #1467676
BEN H. GESINK
--
- CRD
- #7536386
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,226,348 | $941,475 |
| Non-Discretionary | $0 | -- |
| Total | $157,226,348 | $941,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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