Waterloo Advisors, LLC
Waterloo Advisors, LLC (CRD# 169183) is a financial advisory firm headquartered in , . They manage $100,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management100MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$4,000,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Brian Gourley (CRD# 2823146) is an Investment Advisor Representative working at Waterloo Advisors, LLC in Austin, TX and has over 21 years of experience in the finance industry.