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WATERLOO CAPITAL
2801 Via Fortuna
Suite 250
Austin, Texas 78746
Tel: 512-777-5900
About WATERLOO CAPITAL
WATERLOO CAPITAL, formally registered with the SEC as WATERLOO CAPITAL. The firm was established in 03/11/2005. They have over 8 offices throughout the country.
WATERLOO CAPITAL is a Austin, Texas based Financial Planning firm with nearly $1,302,845,545 assets under management, offering retirement planning & investment advisory services to 4480 clients. The firm is staffed with 42 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133705 |
| SEC# | 801-63975 |
| Assets Managed by Firm | $1,302,845,545 |
| No. of Clients | 4480 |
| No. of Advisors | 42 |
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
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4480 | $1,302,845,545 |
| Individuals (other than high net worth individuals) | 994 | $221,483,742 |
| High net worth individuals | 546 | $951,077,248 |
| Pension and profit sharing plans | 110 | $130,284,555 |
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