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Water Valley Investment Advisors, Inc.

● SEC registered since 2021CRD 116936SEC# 801-121860Little Elm, TX
Export (members)
Reg. AUM
$141.2M
Employees
3
Accounts
151
Location
Little Elm, TX

Water Valley Investment Advisors, Inc. assets under management

Water Valley Investment Advisors, Inc. is an SEC-registered investment adviser based in Little Elm, TX. The firm has been registered since 2021. It reports $141.2 million in regulatory assets under management and employs 3 people.

Water Valley Investment Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Kurt Henry Dorr ControlSecretary/Treasurer/Chief Compliance Officer50-75%1998
Philip Melvin Dorr ControlPresident50-75%2001

Frequently asked questions

How much does Water Valley Investment Advisors, Inc. manage?

Water Valley Investment Advisors, Inc. reports $141.2 million in regulatory assets under management on its Form ADV.

How many employees does Water Valley Investment Advisors, Inc. have?

Water Valley Investment Advisors, Inc. reports 3 employees.

Where is Water Valley Investment Advisors, Inc. located?

Water Valley Investment Advisors, Inc. is based in Little Elm, TX and has been SEC-registered since 2021.

Does Water Valley Investment Advisors, Inc. disclose fund performance?

Water Valley Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address313 Oak Hollow Way, Little Elm, TX 75068
Phone7123950764
Fax866-924-7478
Office hours8:30-4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$141.2M
Non-discretionary$0
Total (RAUM)$141.2M