Waterloo International Advisors LLC is an investment adviser to an investment company based in Rosemont. It manages $10.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.
Waterloo International Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Waterloo International Advisors LLC is $10.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Waterloo International Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Waterloo International Advisors LLC performs its advisory services is located at 241 Curwen Road, Rosemont, PA 19010, which is also the mailing address of the firm. An additional office of the firm is in Villanova, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-645-7950 or by fax 610-879-2087. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday.