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CAIN, WATTERS & ASSOCIATES, LLC

17 Cowboys Way, Suite 300
Frisco, Texas 75034
Tel: 972-233-3323

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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 StatusApproved
Firm CRD#111521
SEC#801-39899
Assets Managed by Firm$3,544,679,305
No. of Clients9075
No. of Advisors283

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 ClientsAUM
Firm Total9075$3,544,679,305
Individuals (other than high net worth individuals)1497$333,907,849
High net worth individuals566$1,581,737,068
Charitable organizations1$1,520,336

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