WATERSTONE FINANCIAL GROUP, INC.
CRD #10078 SEC #801-62113 ITASCA, IL 630-250-7000
SEC Registered Broker-Dealer
Total AUM
$546M
Discretionary
$360M
Employees
51
Clients
101
Accounts
3,335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2009 | $398M | $210M | $188M | 51 | -- |
| Oct 2007 | $546M | $360M | $186M | 51 | -- |
| May 2007 | $546M | $360M | $186M | 51 | -- |
| Apr 2007 | $546M | $360M | $186M | 51 | -- |
| Mar 2007 | $546M | $360M | $186M | 51 | -- |
| Jan 2007 | $546M | $360M | $186M | 51 | -- |
| Jan 2007 | $472M | $340M | $132M | 51 | -- |
| Jan 2007 | $472M | $340M | $132M | 51 | -- |
| Mar 2006 | $450M | $324M | $126M | 51 | -- |
| Jan 2006 | $330M | $237.6M | $92.4M | 51 | -- |
| Jan 2006 | $330M | $237.6M | $92.4M | 51 | -- |
| Jan 2005 | $49.3M | $35.5M | $13.8M | 51 | -- |
| Sep 2004 | $49.3M | $35.5M | $13.8M | -- | -- |
| Jul 2004 | $49.3M | $35.5M | $13.8M | -- | -- |
| Jul 2004 | $49.3M | $35.5M | $13.8M | -- | -- |
| Jul 2004 | $49.3M | $35.5M | $13.8M | -- | -- |
| Jun 2004 | $49.3M | $35.5M | $13.8M | -- | -- |
| May 2004 | $49.3M | $35.5M | $13.8M | -- | -- |
| Jan 2004 | $28M | $8M | $20M | -- | -- |
| Jan 2004 | $28M | $8M | $20M | -- | -- |
| Oct 2003 | $28M | $8M | $20M | -- | -- |
| Oct 2003 | $28M | $8M | $20M | -- | -- |
DateFeb 2009
Total AUM$398M
Discretionary$210M
Non-Disc.$188M
Employees51
Clients--
DateOct 2007
Total AUM$546M
Discretionary$360M
Non-Disc.$186M
Employees51
Clients--
DateMay 2007
Total AUM$546M
Discretionary$360M
Non-Disc.$186M
Employees51
Clients--
DateApr 2007
Total AUM$546M
Discretionary$360M
Non-Disc.$186M
Employees51
Clients--
DateMar 2007
Total AUM$546M
Discretionary$360M
Non-Disc.$186M
Employees51
Clients--
DateJan 2007
Total AUM$546M
Discretionary$360M
Non-Disc.$186M
Employees51
Clients--
DateJan 2007
Total AUM$472M
Discretionary$340M
Non-Disc.$132M
Employees51
Clients--
DateJan 2007
Total AUM$472M
Discretionary$340M
Non-Disc.$132M
Employees51
Clients--
DateMar 2006
Total AUM$450M
Discretionary$324M
Non-Disc.$126M
Employees51
Clients--
DateJan 2006
Total AUM$330M
Discretionary$237.6M
Non-Disc.$92.4M
Employees51
Clients--
DateJan 2006
Total AUM$330M
Discretionary$237.6M
Non-Disc.$92.4M
Employees51
Clients--
DateJan 2005
Total AUM$49.3M
Discretionary$35.5M
Non-Disc.$13.8M
Employees51
Clients--
DateSep 2004
Total AUM$49.3M
Discretionary$35.5M
Non-Disc.$13.8M
Employees--
Clients--
DateJul 2004
Total AUM$49.3M
Discretionary$35.5M
Non-Disc.$13.8M
Employees--
Clients--
DateJul 2004
Total AUM$49.3M
Discretionary$35.5M
Non-Disc.$13.8M
Employees--
Clients--
DateJul 2004
Total AUM$49.3M
Discretionary$35.5M
Non-Disc.$13.8M
Employees--
Clients--
DateJun 2004
Total AUM$49.3M
Discretionary$35.5M
Non-Disc.$13.8M
Employees--
Clients--
DateMay 2004
Total AUM$49.3M
Discretionary$35.5M
Non-Disc.$13.8M
Employees--
Clients--
DateJan 2004
Total AUM$28M
Discretionary$8M
Non-Disc.$20M
Employees--
Clients--
DateJan 2004
Total AUM$28M
Discretionary$8M
Non-Disc.$20M
Employees--
Clients--
DateOct 2003
Total AUM$28M
Discretionary$8M
Non-Disc.$20M
Employees--
Clients--
DateOct 2003
Total AUM$28M
Discretionary$8M
Non-Disc.$20M
Employees--
Clients--