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WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
CRD 144172 · SEC 801-108907
14275 MIDWAY ROAD, SUITE 138, ADDISON, TX, 75001, United States
Phone
214-363-6920
Fax
214-363-6930
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.5M
Discretionary AUM
$0
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $24.3M |
| High net worth individuals | 27 | $196.9M |
| Banking/thrift institutions | 1 | $7.2M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD