This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-2012
- Office Locations
- 1
Office Locations
About Waterstone Advisors LLC
Waterstone Advisors is a Massachusetts-registered investment adviser delivering highly personalized wealth management built on ongoing, open dialogue around client goals, time horizons, and risk comfort. The firm builds and manages customized portfolios using an institutional-quality process with a core emphasis on proprietary individual-stock selection for transparency, potential returns, and lower costs, and publishes regular market investment letters.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
VACHE HENRY ASTARJIAN
Managing Director
- CRD
- #2119110
- 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 | $12,508,079 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,508,079 | -- |
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 |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing