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WATERFORD ADVISORS, LLC
CRD 119442 · SEC 801-62941
3858 NORTH BUFFALO RD, SUITE 2, ORCHARD PARK, NY, 14127, United States
Phone
716-580-3906
Fax
716-580-3913
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$399.1M
Discretionary AUM
$399.1M
Team
10 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $54.9M |
| High net worth individuals | 139 | $344.2M |
States served
CA, MD, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD