Waterloo International Advisors LLC

Waterloo International Advisors LLC (CRD# 165107) is a financial advisory firm headquartered in Rosemont, PA. They manage $14,500,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $14,500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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.

PA

Financial Advisors at Waterloo International Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Guy A. Judkowski
CRD#: 2437452
241 Curwen Road, Rosemont, PA 19010
93
Wealthminder
score

Guy Judkowski (CRD# 2437452) is an Investment Advisor Representative working at Waterloo International Advisors LLC in Rosemont, PA and has over 20 years of experience in the finance industry.

2
David F. Schroll
CRD#: 415374
241 Curwen Road, Rosemont, PA 19010
90
Wealthminder
score

David Schroll (CRD# 415374) is an Investment Advisor Representative working at Waterloo International Advisors LLC in Rosemont, PA and has over 4 years of experience in the finance industry.

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