| Name | Title | Ownership | Since |
|---|---|---|---|
| David Patrick Oconnor Control | Managing Member, President And Chief Compliance Officer | Over 75% | 2007 |
Waterford Capital Investment Advisory Services LLC reports $171.4 million in regulatory assets under management on its Form ADV.
Waterford Capital Investment Advisory Services LLC reports 3 employees.
Waterford Capital Investment Advisory Services LLC is based in Addison, TX and has been SEC-registered since 2017.
Waterford Capital Investment Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 14275 Midway Road, Suite 138, Addison, TX 75001 |
| Phone | 214-363-6920 |
| Fax | 214-363-6930 |
| Office hours | 4-Jul |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $171.4M |
| Total (RAUM) | $171.4M |