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
No. of Advisors:
42
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
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