17 Cowboys Way, Suite 300
Frisco, Texas 75034
Tel: 972-233-3323
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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