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Michael David Zitron

B. Water Investments

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About Michael David Zitron

Michael Zitron is an investment advisor representative registered with B. Water Investments in Virginia Beach, VA. Michael Zitron has been in the industry since July 2016. Michael Zitron holds a Series 65 license and is registered with the state of Virginia. Michael Zitron's firm, B. Water Investments, manages approximately $1,832,622 in assets for 16 clients. Michael Zitron specializes in providing financial planning, portfolio management for individuals and businesses, and market timing services.

Firm Information

Michael Zitron is currently registered with B. Water Investments. Be Water Investments is a registered investment advisor with 1 licensed agent and 1 investment advisor representative. They primarily offer financial planning, market timing services, and portfolio management for individuals and businesses. Be Water Investments manages approximately $1.8 million in assets for 6 clients.

$1.83M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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other serves as a note: market timing services relate to financial consulting agreement services for item 5.h

Other serves as a note: market timing services relate to financial consulting agreement services for item 5.h

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Zitron’s Registration & Firm History

VA

09/01/2021 - Present

B. Water Investments (VIRGINIA BEACH VA)

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Licenses & Designations

IA

Issued 06/29/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Zitron.
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