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Donald Ralph Simoneaux

WATERLOO CAPITAL, L.P.·AUSTIN, Texas
Unclaimed Profile
2700 VIA FORTUNA, AUSTIN, TX 78746CRD# 5144175Firm CRD# 133705
01

About

Donald Ralph Simoneaux is a registered financial advisor based in AUSTIN, Texas, affiliated with WATERLOO CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WATERLOO CAPITAL, L.P.
WATERLOO CAPITAL
AUM
$1.3B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at WATERLOO CAPITAL, L.P. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5144175
Firm CRD# 133705
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Ralph Simoneaux offer?
Donald Ralph Simoneaux specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Donald Ralph Simoneaux's credentials?
Donald Ralph Simoneaux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Ralph Simoneaux located?
Donald Ralph Simoneaux is based in AUSTIN, Texas, working with WATERLOO CAPITAL, L.P.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Donald Ralph Simoneaux charge for services?
Donald Ralph Simoneaux's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERLOO CAPITAL, L.P.?
WATERLOO CAPITAL, L.P. has approximately 42 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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