Company Information

Get to know The Waterford Group USA

The Waterford Group, L.L.C. is a U.S. Securities and Exchange Commission (SEC) registered investment adviser founded in 1999. The firm operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Specializing in comprehensive wealth management, the company offers services including personalized financial planning, investment management, retirement planning, and estate planning for individuals, families, and institutions. They emphasize a fee-only compensation model to ensure their advice is objective and free from conflicts of interest associated with commission-based products.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Waterford Group USA

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.