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Building 2CAIN, WATTERS & ASSOCIATES, LLC

Map pinFRISCO, TX
Phone972-233-3323
NotebookSEC #801-39899
Total AUM
$5B
Employees
341
Clients
3,397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17 COWBOYS WAY, SUITE 300
FRISCO
TX 75034
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
972-233-3323
Other Offices
2

ReceiptFinancials

Total AUM
$5B
Accounts
12,138
Discretionary
$2.4B
Accounts
8,623
Non-Discretionary
$2.7B
Accounts
3,515

ContactClients

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Individual Clients
1,474
AUM
$425.6M
HNW Individual Clients
800
AUM
$2.5B
Charitable Organization Clients
1
AUM
$1.9M
Other Clients
1,122
AUM
$2.1B
Description of Other Clients
TRUSTEES FOR PENSION PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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