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Water Valley Investment Advisors, Inc.

Water Valley Investment Advisors, Inc. is a RIA with $59M in AUM and with 3 advisors nationwide.

Advisors (3)

Name Start Date
Kevin Jay Gesink Oct 2000
Philip Melvin Dorr May 2001
Kurt Henry Dorr May 1998
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$58.5M
Total Assets
362
Accounts
$161.6K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Kurt Henry Dorr Secretary/Treasurer 02/01/1998
Philip Melvin Dorr President 05/01/2001

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:

Phone Number: 630-717-7031
Other Offices Address City State Zip
952 N. Main Ave. Sioux Center IA 51250

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Performance-based Fees