CRD: 309788
Waterside Investment Advisers LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2021
- Office Locations
- 1
Office Locations
About Waterside Investment Advisers LLC
Waterside Investment Advisers provides conservative investment advice for trustees of legacy, generation-skipping, and long-duration trusts, focused on prudent risk management and reasonable beneficiary returns while honoring settlor intent. Portfolios commonly use ETFs and U.S. government/agency bonds. Fees are flat and based on trust assets; custody is held at Charles Schwab, with trustees retaining full control and ability to terminate anytime.
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
Christopher Douglas Smith Sr.
--
- CRD
- #7267780
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,775,673 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,775,673 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing