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Waldo Investment Advisors, LLC
Waldo Investment Advisors, LLC
Fee-Only (% of Portfolio)
View SEC Summary
View SEC Summary
Assets Under Management
$17M
Clients
6
Advisors
1
Avg. per Client
$2.8M
Avg. per Advisor
$17M
www.linkedin.com/in/james-waldo-b27363b1
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Location
1 Advisors at this firm
JW
CFA
James Waldo