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WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
14275 Midway Road
Suite 138
Addison, Texas 75001
Tel: 214-363-6920
About WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC, formally registered with the SEC as WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC. The firm was established in 01/23/2017. They have over 1 offices throughout the country.
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC is a Addison, Texas based Financial Planning firm with nearly $150,144,000 assets under management, offering retirement planning & investment advisory services to 324 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144172 |
| SEC# | 801-108907 |
| Assets Managed by Firm | $150,144,000 |
| No. of Clients | 324 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 324 | $150,144,000 |
| Individuals (other than high net worth individuals) | 81 | $37,922,928 |
| High net worth individuals | 12 | $106,821,072 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
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| $112,362,200,000 | 102 | 361 |
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