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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 2 offices throughout the country.
CAIN, WATTERS & ASSOCIATES, LLC is a Frisco, Texas based Financial Planning firm with nearly $2,664,713,561 assets under management, offering retirement planning & investment advisory services to 7784 clients. The firm is staffed with 265 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 111521 |
| SEC# | 801-39899 |
| Assets Managed by Firm | $2,664,713,561 |
| No. of Clients | 7784 |
| No. of Advisors | 265 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7784 | $2,664,713,561 |
| Individuals (other than high net worth individuals) | 1317 | $283,882,069 |
| High net worth individuals | 411 | $1,053,761,623 |
| Charitable organizations | 1 | $1,326,585 |
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