Waldo Investment Advisors, LLC
Waldo Investment Advisors, LLC (CRD# 171722) is a financial advisory firm headquartered in , . They manage $13,115,121 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Waldo Investment Advisors, LLC
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts24ACCOUNTS
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Average Account Value$546,463
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Waldo Investment Advisors, LLC
1
James Waldo (CRD# 2935547) is an Investment Advisor Representative working at Waldo Investment Advisors, LLC in Naples, FL and has over 26 years of experience in the finance industry.
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