Waterford Capital, Inc.
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 21687
- Registered since
- March 4, 1988
- Website
- www.waterfordcapital.com
Firm profile
FINTRXOverview
Waterford Capital, Inc. is organized as a corporation and has been SEC-registered since 1988. FINTRX lists the firm as individually owned and as "unclassified" in its taxonomy. The dataset identifies the firm as not operating as a capital allocator, not active on ESG investing, not a multi-state adviser, not a pension consultant, and not a related adviser. Several typical fields (client base, fee structure, business and advisory activities) are not populated in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Kim Sams
Managing DirectorCRD 2715130

David Piotrowski
Managing DirectorCRD 2942225
Marilyn Hajek
Operations ManagerCRD 2863706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Addison, TX
Dallas
Location
Addison, TX
Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 14275 Midway Rd
- Time zone
- CT (UTC-6)
- Office locations
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