Waterloo Capital
Waterloo Capital (CRD# 133705) is a financial advisory firm headquartered in Austin, TX. They manage $1,302,845,545 in 4,480 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management1,303MILLION
-
Total Number of Accounts4,480ACCOUNTS
-
Average Account Value$290,814
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, GA, LA, NC, NY, TX
Bennett Woodward (CRD# 4370808) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 19 years of experience in the finance industry.
Randy Flowers (CRD# 6933004) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 3 years of experience in the finance industry.
Montgomery Fortenbaugh (CRD# 6959773) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has 1 year of experience in the finance industry.
Megan Gegen (CRD# 7598756) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has 1 year of experience in the finance industry.
Grayson Griffin (CRD# 7389205) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has 1 year of experience in the finance industry.
Kenneth Hada (CRD# 6034779) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 4 years of experience in the finance industry.
Grace Hill (CRD# 7877448) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has 1 year of experience in the finance industry.
Chad Kennedy (CRD# 7140393) is an Investment Advisor Representative working at Waterloo Capital in Rogers, AR and has over 4 years of experience in the finance industry.
Olivia Mary (CRD# 7720835) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has 1 year of experience in the finance industry.
Logan Moulton (CRD# 7158483) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 5 years of experience in the finance industry.