WEATHERFORD CAPITAL MANAGEMENT

1001 Water Street
Suite 1200
Tampa, Florida 33602
Tel: (813) 443-0499

About WEATHERFORD CAPITAL MANAGEMENT

WEATHERFORD CAPITAL MANAGEMENT, formally registered with the SEC as WEATHERFORD CAPITAL MANAGEMENT. The firm was established in 07/22/2020. They have over 2 offices throughout the country.

WEATHERFORD CAPITAL MANAGEMENT is a Tampa, Florida based Financial Planning firm with nearly $920,048,639 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304514
SEC#	801-119108
Assets Managed by Firm	$920,048,639
No. of Clients	17
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$920,048,639

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