Overview
Assets Under Management: $153 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 473
Discretionary Accounts: 473
Regulatory Filings
CRD Number: 327254
Last Filing Date: 2025-03-05 00:00:00
Website: https://watercolorfinancial.com