WATERLOO CAPITAL

Tel: 512-777-5900 2801 Via Fortuna Suite 250 Austin, Texas 78746

About WATERLOO CAPITAL

WATERLOO CAPITAL is a Austin, Texas based financial advisory firm with nearly $1,302,845,545 in assets under management and provides investment advisory services for 4480 clients. There are currently 42 financial advisors at the firm.

General Information
Firm CRD#:

133705

Firm SEC#:

801-63975

Assets Under Management:

$1,302,845,545

No. of Clients:

4480

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors

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