Water Dog Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Water Dog Asset Management serves individual clients and provides investment advisory and portfolio management services, typically charging fees based on a percentage of assets under management. The firm works with a small client base and administers ongoing investment oversight and reporting.
The firm generally operates on a primarily non-discretionary basis, so clients retain final authority over transactions while the adviser provides recommendations and implementation support. Its investment work emphasizes economics and data-driven analytics drawn from the principal’s professional background in analytics and category management.
With roughly $4.7 million in assets across a limited number of accounts, the firm maintains documented supervisory procedures and handles compliance internally through its principal. The combination of a small-scale practice, a predominantly non-discretionary service model, and the principal’s corporate analytics experience is a distinguishing feature relative to many peers.
Client services
Main office
Buffalo WY
Advisors at this office
1
Most active in
Colorado · Wyoming
Also doing business as
Gliner, Keith Michael · Water Dog Asset Management LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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