1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WATERFORD ADVISORS, LLC

Map pinORCHARD PARK, NY
Phone716-580-3906
NotebookSEC #801-62941
Total AUM
$399.1M
Employees
10
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3858 NORTH BUFFALO RD
SUITE 2
ORCHARD PARK
NY 14127
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
716-580-3906

ReceiptFinancials

Total AUM
$399.1M
Accounts
988
Discretionary
$399.1M
Accounts
988
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
212
AUM
$54.9M
HNW Individual Clients
139
AUM
$344.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account