Waldo Investment Advisors, LLC

Waldo Investment Advisors, LLC (CRD# 171722) is a financial advisory firm headquartered in , . They manage $6,920,630 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,153,438
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

VA

Financial Advisors at Waldo Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James R. Waldo
CRD#: 2935547
Ashburn, VA
96
Wealthminder
score

James Waldo (CRD# 2935547) is an Investment Advisor Representative working at Waldo Investment Advisors, LLC in Ashburn, VA and has over 19 years of experience in the finance industry.

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