WATTERS FINANCIAL SERVICES, LLC
CRD #126339 SEC #801-119028 PARAMUS, NJ (201) 843-0044
SEC Registered
Total AUM
$178.1M
Discretionary
$90.7M
Employees
3
Clients
1
Accounts
416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $178.1M | $90.7M | $87.4M | 3 | 10 |
| Dec 2023 | $152.2M | $82.7M | $69.5M | 3 | 129 |
| Mar 2023 | $152.2M | $82.7M | $69.5M | 3 | 129 |
| Mar 2022 | $177.5M | $102.6M | $74.9M | 3 | 115 |
| Nov 2021 | $159.9M | $101.1M | $58.8M | 4 | 3 |
| May 2021 | $159.9M | $101.1M | $58.8M | 4 | 3 |
| Feb 2021 | $159.9M | $101.1M | $58.8M | 4 | 3 |
| Dec 2020 | $132.5M | $84.3M | $48.2M | 4 | 164 |
| Aug 2020 | $132.5M | $84.3M | $48.2M | 4 | 164 |
| Jul 2020 | $132.5M | $84.3M | $48.2M | 4 | 164 |
| Jun 2020 | $132.5M | $84.3M | $48.2M | 4 | 164 |
| Jul 2012 | $54.3M | $34.8M | $19.5M | 1 | 300 |
| Apr 2012 | $54.3M | $34.8M | $19.5M | 1 | 300 |
| Mar 2012 | $54.3M | $34.8M | $19.5M | 1 | 300 |
| Jan 2012 | $56.6M | $36.2M | $20.3M | 1 | 300 |
| Aug 2011 | $53.1M | $34.4M | $18.6M | 5 | -- |
| May 2011 | $53.1M | $34.4M | $18.6M | 5 | -- |
| Mar 2011 | $53.1M | $34.4M | $18.6M | 5 | -- |
| Jan 2011 | $48.1M | $0 | $48.1M | 5 | -- |
| Jun 2010 | $48.1M | $0 | $48.1M | 5 | -- |
| Mar 2010 | $48.1M | $0 | $48.1M | 5 | -- |
| Jan 2008 | $44.7M | $0 | $44.7M | 5 | -- |
| Jan 2008 | $44.7M | $0 | $44.7M | 5 | -- |
| Jan 2007 | $40.6M | $0 | $40.6M | 5 | -- |
| Feb 2006 | $31M | $0 | $31M | 5 | -- |
| Jan 2006 | $31M | $0 | $31M | 5 | -- |
| Jun 2005 | $27.6M | $0 | $27.6M | 5 | -- |
| Jun 2005 | $27.6M | $0 | $27.6M | 5 | -- |
DateFeb 2024
Total AUM$178.1M
Discretionary$90.7M
Non-Disc.$87.4M
Employees3
Clients10
DateDec 2023
Total AUM$152.2M
Discretionary$82.7M
Non-Disc.$69.5M
Employees3
Clients129
DateMar 2023
Total AUM$152.2M
Discretionary$82.7M
Non-Disc.$69.5M
Employees3
Clients129
DateMar 2022
Total AUM$177.5M
Discretionary$102.6M
Non-Disc.$74.9M
Employees3
Clients115
DateNov 2021
Total AUM$159.9M
Discretionary$101.1M
Non-Disc.$58.8M
Employees4
Clients3
DateMay 2021
Total AUM$159.9M
Discretionary$101.1M
Non-Disc.$58.8M
Employees4
Clients3
DateFeb 2021
Total AUM$159.9M
Discretionary$101.1M
Non-Disc.$58.8M
Employees4
Clients3
DateDec 2020
Total AUM$132.5M
Discretionary$84.3M
Non-Disc.$48.2M
Employees4
Clients164
DateAug 2020
Total AUM$132.5M
Discretionary$84.3M
Non-Disc.$48.2M
Employees4
Clients164
DateJul 2020
Total AUM$132.5M
Discretionary$84.3M
Non-Disc.$48.2M
Employees4
Clients164
DateJun 2020
Total AUM$132.5M
Discretionary$84.3M
Non-Disc.$48.2M
Employees4
Clients164
DateJul 2012
Total AUM$54.3M
Discretionary$34.8M
Non-Disc.$19.5M
Employees1
Clients300
DateApr 2012
Total AUM$54.3M
Discretionary$34.8M
Non-Disc.$19.5M
Employees1
Clients300
DateMar 2012
Total AUM$54.3M
Discretionary$34.8M
Non-Disc.$19.5M
Employees1
Clients300
DateJan 2012
Total AUM$56.6M
Discretionary$36.2M
Non-Disc.$20.3M
Employees1
Clients300
DateAug 2011
Total AUM$53.1M
Discretionary$34.4M
Non-Disc.$18.6M
Employees5
Clients--
DateMay 2011
Total AUM$53.1M
Discretionary$34.4M
Non-Disc.$18.6M
Employees5
Clients--
DateMar 2011
Total AUM$53.1M
Discretionary$34.4M
Non-Disc.$18.6M
Employees5
Clients--
DateJan 2011
Total AUM$48.1M
Discretionary$0
Non-Disc.$48.1M
Employees5
Clients--
DateJun 2010
Total AUM$48.1M
Discretionary$0
Non-Disc.$48.1M
Employees5
Clients--
DateMar 2010
Total AUM$48.1M
Discretionary$0
Non-Disc.$48.1M
Employees5
Clients--
DateJan 2008
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateJan 2008
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateJan 2007
Total AUM$40.6M
Discretionary$0
Non-Disc.$40.6M
Employees5
Clients--
DateFeb 2006
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees5
Clients--
DateJan 2006
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees5
Clients--
DateJun 2005
Total AUM$27.6M
Discretionary$0
Non-Disc.$27.6M
Employees5
Clients--
DateJun 2005
Total AUM$27.6M
Discretionary$0
Non-Disc.$27.6M
Employees5
Clients--