WATER STREET FINANCIAL LLC
CRD #314822 SEC #801-121720 WINCHESTER, VA 540-450-8351
SEC Registered
Total AUM
$147.3M
Discretionary
$116.7M
Employees
8
Clients
26
Accounts
542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $147.3M | $116.7M | $30.6M | 8 | 0 |
| Mar 2023 | $147.3M | $116.7M | $30.6M | 8 | 0 |
| Oct 2022 | $209M | $133.4M | $75.7M | 8 | 0 |
| Jun 2022 | $209M | $133.4M | $75.7M | 8 | 0 |
| Jun 2022 | $209M | $133.4M | $75.7M | 7 | 0 |
| Mar 2022 | $209M | $133.4M | $75.7M | 7 | 0 |
| Dec 2021 | $198.2M | $125.5M | $72.7M | 7 | 0 |
| Nov 2021 | $198.2M | $125.5M | $72.7M | 7 | 0 |
| Oct 2021 | $0 | $0 | $0 | 7 | 0 |
| Jun 2021 | $0 | $0 | $0 | 7 | 0 |
DateJul 2023
Total AUM$147.3M
Discretionary$116.7M
Non-Disc.$30.6M
Employees8
Clients0
DateMar 2023
Total AUM$147.3M
Discretionary$116.7M
Non-Disc.$30.6M
Employees8
Clients0
DateOct 2022
Total AUM$209M
Discretionary$133.4M
Non-Disc.$75.7M
Employees8
Clients0
DateJun 2022
Total AUM$209M
Discretionary$133.4M
Non-Disc.$75.7M
Employees8
Clients0
DateJun 2022
Total AUM$209M
Discretionary$133.4M
Non-Disc.$75.7M
Employees7
Clients0
DateMar 2022
Total AUM$209M
Discretionary$133.4M
Non-Disc.$75.7M
Employees7
Clients0
DateDec 2021
Total AUM$198.2M
Discretionary$125.5M
Non-Disc.$72.7M
Employees7
Clients0
DateNov 2021
Total AUM$198.2M
Discretionary$125.5M
Non-Disc.$72.7M
Employees7
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0