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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wafra Investment Advisory Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Russell J. Valdez
CRD#: 6848498
1703 West 5th Street, Austin, TX 78703

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.

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