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WATERSIDE INVESTMENT ADVISERS LLC
CRD 309788
1561 LAKEFRONT DRIVE, STE 204, SARASOTA, FL, 34240, United States
Phone
877-230-3600
Fax
941-867-6080
Registration
— (—)
Source
State registered
Total AUM
$3.8M
Discretionary AUM
$3.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $3.8M |
All web addresses on file
Official SEC filing: View on IAPD