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WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
ADDISON, Texas
·
1 registered advisor
·
CRD# 144172
SEC# 801-108907
0
214-363-6920
01
Firm Overview
AUM
$150M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
1 registered advisor
David Patrick Oconnor
ADDISON, Texas
CRD# 2143494
05
Office Locations
ADDISON, Texas
1 advisor
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Data sourced from SEC Form ADV filings. WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC (CRD# 144172) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.