Blue Waters Advisory Group, LLC
Blue Waters Advisory Group, LLC (CRD# 158536) is a financial advisory firm headquartered in Austin, TX. They manage $84,465,845 in 302 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Blue Waters Advisory Group, LLC
By the Numbers
-
Total Assets Under Management84MILLION
-
Total Number of Accounts302ACCOUNTS
-
Average Account Value$279,688
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Blue Waters Advisory Group, LLC
1
Clay Carter (CRD# 3189507) is an Investment Advisor Representative working at Blue Waters Advisory Group, LLC in Austin, TX and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.