Great Waters Financial

EST. AUM
$1,235,101,181

CONTACTS
6

CLIENT ACCOUNTS
6,141

Firm Details

Metro area Minneapolis
CRD Number 308215
Website greatwatersfinancial.com
Client types

Overview

Investment advisory services offered through AdvisorNet Wealth Management (AWM). Great Waters Financial and AWM are not affiliated. AWM AUM is $3.5B. Great Waters largely uses DFA mutual funds and will look at private alternatives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Great Waters Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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