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Building 2WATERLOO CAPITAL

Map pinAUSTIN, TX
Phone512-777-5900
NotebookSEC #801-63975
Total AUM
$2.3B
Employees
64
Clients
2,797

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2801 VIA FORTUNA
SUITE 250
AUSTIN
TX 78746
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
512-777-5900
Other Offices
11

ReceiptFinancials

Total AUM
$2.3B
Accounts
7,306
Discretionary
$2.1B
Accounts
6,880
Non-Discretionary
$157.7M
Accounts
426

ContactClients

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Individual Clients
1,685
AUM
$384.4M
HNW Individual Clients
924
AUM
$1.7B
Pension/Profit Sharing Plan Clients
188
AUM
$226.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTFLGAIDILINKSKYLAMIMNMONCNHNJNMNYOKSCTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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