Jack
Cowling

Waterway Wealth Management, L.L.C

CRD#5636388
Investment Advisor
in Spring, TX

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About this Advisor

Jack Cowling is a financial advisor based in Spring, Texas, working with Waterway Wealth Management, L.L.C. Jack has previously held positions at Cinque Partners, LLC, Altruvista LLC, and Waterway Wealth Management, L.L.C. Jack is registered to provide services in New Mexico and Texas. Currently, Jack 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.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21 Waterway Suite 500
Spring, TX 77380

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Waterway Wealth Management, L.L.C Brokerage Details

Total Assets Under Management

$581,381,316

TX Average: $3,042,739,679
Total Number of Employees

13

TX Average: 49
Total Number of Accounts

1,300

TX Average: 2,315
Average Account Size

$447,216

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jack Cowling Work History

2019 - Present (6 years)

Waterway Wealth Management, L.L.C

2015 - 2019 (4 years)

Altruvista LLC

2012 - 2015 (3 years)

Cinque Partners, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jack Cowling 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

Ross King
Spring, TX
Jack Cowling
Spring, TX
Ariel Jasso
Spring, TX
Daniel Michalk
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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