RIA Intelligence

WATERSTREET INVESTMENT CONSULTANTS, LLC

CRD #132485 SEC #801-63464 AUSTIN, TX 512-334-3300
SEC Registered
Total AUM
--
Discretionary
--
Employees
10
Clients
0
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 24, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BONER, LAURA, ELIZABETHISPECIAL MEMBER / VICE PRESIDENT, SECRETARY AND TREASURERNA Control
BONNER, LAURA, ELIZABETHISPECIAL MEMBER / CHIEF OPERATING OFFICER/SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICERNA Control
BONNER, LAURA, ELIZABETHISPECIAL MEMBER / VICE PRESIDENT, SECRETARY AND TREASURERNA Control
ROGERS, LINDSAY, VANDEVEVICHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICERNA Control
STOKER, PATRICIA, ANNIMEMBER - CLASS A / SENIOR VICE PRESIDENTNA
STOKER, PATRICIA, ANNIMEMBER - CLASS A / SENIOR VICE PRESIDENTNA Control
STOKER, JAMES, DAVIDIPRESIDENT AND CHIEF EXECUTIVE OFFICERE Control
STOKER, JAMES, DAVIDIMANAGING DIRECTORE Control
STOKER, JAMES, DAVIDIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
STOKER, JAMES, DAVIDIMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
STOKER, JAMES, DAVIDIMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERE Control
STOKER, JAMES, DAVIDIMANAGING DIRECTORE Control
BONNER, LAURA, ELIZABETHISPECIAL MEMBER / CHIEF ADMINISTRATIVE OFFICERA Control
BONNER, LAURA, ELIZABETHISPECIAL MEMBER / CHIEF ADMINISTRATIVE OFFICERA Control

Registrations

Federal

IA
May 24, 2005 REGISTERED

Notice Filings (2)

TX VA

Address

100 CONGRESS AVENUE
SUITE 1400
AUSTIN, TX 78701
USA
Phone: 512-334-3300