Assets Under Management
$63.7M
Number of Clients
154
Number of Advisors
3
Average Client AUM
$414K
AUM per Advisor
$21.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
WaterRock Global Asset Management offers portfolio management with asset-based or performance-based fees, and financial planning services. Investment advice is tailored to client needs, with ongoing monitoring and rebalancing. The firm manages discretionary accounts and uses various analysis methods and investment strategies.
29 148th Ave Se, Bellevue, WA, 98007