AW
AW

Anthony Brent Wauterlek

24 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3838 Tamiami Trail N, Suite 100, Naples, FL, 34103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anthony is a portfolio manager at Park Shore Partners LLC, a hedge fund, dedicating nearly full-time hours to this role. He also works as a financial advisor and investment advisor representative at HBKS Wealth Advisors, spending about 10-20% of his time there.

Employment History
Current Registrations
Park Shore Partners LLC
September 2008 - Present · 17 yrs 5 mos
Hbks Wealth Advisors
June 2001 - Present · 24 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.