Daniel
Michalk
Waterway Wealth Management, L.L.C
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About this Advisor
Daniel Michalk is a financial advisor based in Spring, Texas, working with Waterway Wealth Management, L.L.C. Daniel has previously held a position at Waterway Wealth Management, L.L.C. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico and Texas. Currently, Daniel is part of Waterway Wealth Management, L.L.C, which operates out of Spring, Texas. The firm has 13 employees and manages assets totaling $581.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Waterway Wealth Management, L.L.C includes asset-based, hourly, and fixed fees.
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Waterway Wealth Management, L.L.C Brokerage Details
$581,381,316
13
1,300
$447,216
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Michalk Work History
Waterway Wealth Management, L.L.C
Disclosures
Please visit the SEC profile of Daniel Michalk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waterway Wealth Management, L.L.C
Spring, TX
Spring, TX
Spring, TX
Spring, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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