W
$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2014
- Office Locations
- 1
Office Locations
-- Naples FL
About Waldo Investment Advisors, LLC
Waldo Investment Advisors, LLC is a Naples-based RIA. The firm has been operating for 12 years. Managing $16.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$16.7M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Owner & Executives
J
JAMES READ WALDO JR
Managing Member
- CRD
- #2935547
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,708,143 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,708,143 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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