WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$228,453,367
Discretionary
$0
Non-discretionary
$228,453,367
Firm details
- CRD number
- 144172
- SEC file number
- 801-108907
- Main office
- ADDISON, TX, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.WATERFORDCAPITAL.COM
- Fee structure
-
Percentage of AUM
As of November 2026.