Assets Under Management
$1.7B
Number of Clients
2,088
Number of Advisors
42
Average Client AUM
$808K
AUM per Advisor
$40.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Waterloo Capital offers investment management services, working with clients to identify investment goals, objectives, and risk tolerance. Portfolios may include equities, fixed income, mutual funds, and alternative investments. Accounts are managed on a discretionary or non-discretionary basis. The firm generally requires a minimum portfolio size of $1,000,000.
2801 Via Fortuna, Suite 250, Austin, TX, 78746