Wafra Investment Advisory Group, Inc.
Wafra Investment Advisory Group, Inc. (CRD# 108673) is a financial advisory firm headquartered in New York, NY. They manage $12,939,227,880 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12,939MILLION
Total Number of Accounts61ACCOUNTS
Average Account Value$212,118,490
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Russell Valdez (CRD# 6848498) is an Investment Advisor Representative working at Wafra Investment Advisory Group, Inc. in Austin, TX and has 1 year of experience in the finance industry.