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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