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WATERCOLOR FINANCIAL
9600 Great Hills Trail
Suite 150w
Austin, Texas 78759
Tel: 512-250-1544
About WATERCOLOR FINANCIAL
WATERCOLOR FINANCIAL, formally registered with the SEC as WATERCOLOR FINANCIAL. The firm was established in 08/11/2023. They have over 1 offices throughout the country.
WATERCOLOR FINANCIAL is a Austin, Texas based Financial Planning firm with nearly $152,823,767 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327254 |
| SEC# | 801-128561 |
| Assets Managed by Firm | $152,823,767 |
| No. of Clients | 473 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 473 | $152,823,767 |
| Individuals (other than high net worth individuals) | 55 | $27,880,220 |
| High net worth individuals | 70 | $124,943,547 |
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