WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
CRD #144172 SEC #801-108907 ADDISON, TX 214-363-6920
SEC Registered Broker-Dealer
Total AUM
$171.4M
Discretionary
$0
Employees
3
Clients
--
Accounts
327
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $171.4M | $0 | $171.4M | 3 | 0 |
| Mar 2024 | $150.1M | $0 | $150.1M | 3 | 0 |
| Mar 2023 | $131.1M | $0 | $131.1M | 3 | 0 |
| Mar 2023 | $143.7M | $0 | $143.7M | 3 | 0 |
| Mar 2022 | $143.7M | $0 | $143.7M | 3 | 0 |
| May 2021 | $126.1M | $0 | $126.1M | 1 | 0 |
| Mar 2021 | $126.1M | $0 | $126.1M | 1 | 0 |
| Jun 2020 | $127M | $0 | $127M | 1 | 0 |
| Mar 2020 | $127M | $0 | $127M | 1 | 0 |
| Mar 2019 | $115M | $0 | $115M | 1 | 0 |
| Mar 2018 | $109M | $0 | $109M | 1 | 0 |
| Oct 2017 | $105M | $0 | $105M | 1 | 100 |
| Mar 2017 | $105M | $0 | $105M | 1 | 26 |
| Jan 2017 | $105M | $0 | $105M | 1 | 26 |
| Dec 2016 | $105M | $0 | $105M | 1 | 26 |
DateMar 2025
Total AUM$171.4M
Discretionary$0
Non-Disc.$171.4M
Employees3
Clients0
DateMar 2024
Total AUM$150.1M
Discretionary$0
Non-Disc.$150.1M
Employees3
Clients0
DateMar 2023
Total AUM$131.1M
Discretionary$0
Non-Disc.$131.1M
Employees3
Clients0
DateMar 2023
Total AUM$143.7M
Discretionary$0
Non-Disc.$143.7M
Employees3
Clients0
DateMar 2022
Total AUM$143.7M
Discretionary$0
Non-Disc.$143.7M
Employees3
Clients0
DateMay 2021
Total AUM$126.1M
Discretionary$0
Non-Disc.$126.1M
Employees1
Clients0
DateMar 2021
Total AUM$126.1M
Discretionary$0
Non-Disc.$126.1M
Employees1
Clients0
DateJun 2020
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees1
Clients0
DateMar 2020
Total AUM$127M
Discretionary$0
Non-Disc.$127M
Employees1
Clients0
DateMar 2019
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees1
Clients0
DateMar 2018
Total AUM$109M
Discretionary$0
Non-Disc.$109M
Employees1
Clients0
DateOct 2017
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees1
Clients100
DateMar 2017
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees1
Clients26
DateJan 2017
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees1
Clients26
DateDec 2016
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees1
Clients26