Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
154 clients
Average Client Portfolio
$414K average
Assets Under Management
$63.7M

Fee Structure

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Location

Mandaluyong City

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Waterrock Global Asset Management
February 2025 - Present · 1 yr
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.