Watercolor Financial

Watercolor Financial (CRD# 327254) is a financial advisory firm headquartered in Austin, TX. They manage $152,823,767 in 473 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9600 Great Hills Trail, Suite 150w, Austin, TX 78759
https://www.watercolorfinancial.com/
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $323,095
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE, TX

Financial Advisors at Watercolor Financial
Showing 1 - 3 of 3 top financial advisors.
1
Hal Dobbs, financial advisor Austin TX
Hal B. Dobbs
CRD#: 4827211
9600 Great Hills Trail, Suite 150w, Austin, TX 78759

Hal Dobbs (CRD# 4827211) is an Investment Advisor Representative working at Watercolor Financial in Austin, TX and has over 19 years of experience in the finance industry.

2
Cathryn Grange, financial advisor Austin TX
Cathryn Grange
CRD#: 2668514
9600 Great Hills Trail, Suite 150w, Austin, TX 78759

Cathryn Grange (CRD# 2668514) is an Investment Advisor Representative working at Watercolor Financial in Austin, TX and has over 28 years of experience in the finance industry.

3
Megan Poore, financial advisor Austin TX
Megan K. Poore
CRD#: 4604034
9600 Great Hills Trail, Suite 150w, Austin, TX 78759

Megan Poore (CRD# 4604034) is an Investment Advisor Representative working at Watercolor Financial in Austin, TX and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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