WATERFORD ADVISORS, LLC

3858 North Buffalo Rd
Suite 2
Orchard Park, New York 14127
Tel: 716-580-3906

About WATERFORD ADVISORS, LLC

WATERFORD ADVISORS, LLC, formally registered with the SEC as WATERFORD ADVISORS, LLC. The firm was established in 04/09/2004. They have over 1 offices throughout the country.

WATERFORD ADVISORS, LLC is a Orchard Park, New York based Financial Planning firm with nearly $300,330,770 assets under management, offering retirement planning & investment advisory services to 851 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119442
SEC#	801-62941
Assets Managed by Firm	$300,330,770
No. of Clients	851
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	851	$300,330,770
Individuals (other than high net worth individuals)	164	$42,619,937
High net worth individuals	110	$257,710,833

More Retirement Planning firms in Orchard Park, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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