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Home > Retirement Planners > texas > frisco > CAIN, WATTERS & ASSOCIATES, LLC
CAIN, WATTERS & ASSOCIATES, LLC
17 Cowboys Way, Suite 300
Frisco, Texas 75034
Tel: 972-233-3323
About CAIN, WATTERS & ASSOCIATES, LLC
CAIN, WATTERS & ASSOCIATES, LLC, formally registered with the SEC as CAIN, WATTERS & ASSOCIATES, LLC. The firm was established in 09/30/1991. They have over 3 offices throughout the country.
CAIN, WATTERS & ASSOCIATES, LLC is a Frisco, Texas based Financial Planning firm with nearly $3,544,679,305 assets under management, offering retirement planning & investment advisory services to 9075 clients. The firm is staffed with 283 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111521 |
| SEC# | 801-39899 |
| Assets Managed by Firm | $3,544,679,305 |
| No. of Clients | 9075 |
| No. of Advisors | 283 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9075 | $3,544,679,305 |
| Individuals (other than high net worth individuals) | 1497 | $333,907,849 |
| High net worth individuals | 566 | $1,581,737,068 |
| Charitable organizations | 1 | $1,520,336 |
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