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Matt Waldrip

DAUNTLESS CAPITAL PARTNERS LLC·HOUSTON, Texas
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2700 POST OAK BLVD., HOUSTON, TX 77056CRD# 7581750Firm CRD# 322380
01

About

Matt Waldrip is a registered financial advisor based in HOUSTON, Texas, affiliated with DAUNTLESS CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DAUNTLESS CAPITAL PARTNERS LLC
DAUNTLESS CAPITAL PARTNERS LLC
AUM
$177M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at DAUNTLESS CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7581750
Firm CRD# 322380
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matt Waldrip offer?
Matt Waldrip specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Matt Waldrip's credentials?
Matt Waldrip is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matt Waldrip located?
Matt Waldrip is based in HOUSTON, Texas, working with DAUNTLESS CAPITAL PARTNERS LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Matt Waldrip charge for services?
Matt Waldrip's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAUNTLESS CAPITAL PARTNERS LLC?
DAUNTLESS CAPITAL PARTNERS LLC has approximately 15 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Chris Harrison
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Craig Ballard
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Research
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