Daniel Robert Trgovich
Portfolio ManagerWaterway Wealth Management, L.L.C.CRD 5704678
About Daniel Robert Trgovich
Daniel Robert Trgovich is listed as Portfolio Manager at Waterway Wealth Management, L.L.C. in The Woodlands, TX. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Waterway Wealth Management, L.L.C.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Robert Trgovich work?
Daniel Robert Trgovich is listed as Portfolio Manager at Waterway Wealth Management, L.L.C. on SEC Form ADV.
How much of Waterway Wealth Management, L.L.C. does Daniel Robert Trgovich own?
Form ADV reports a beneficial ownership band of Under 5%.
Waterway Wealth Management, L.L.C.
| Title | Portfolio Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |