$44.0M Total AUM
$44.0M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2007
- Office Locations
- 1
Office Locations
9834 Dixie Hwy. Fair Haven MI
About Waterford Financial Management, LLC
Waterford Financial Management, LLC is a Fair Haven-based RIA. The firm has been operating for 19 years. Managing $44.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$44.0M AVG AUM / ADVISOR
$786.6K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JONATHAN ALAN PHELAN
Director, MANAGING PRINCIPAL
- CRD
- #4083286
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,047,542 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,047,542 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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