WATERFORD ADVISORS, LLC
SEC file number 801-62941
· ORCHARD PARK, NY
https://waterford.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$300.3M
Discretionary AUM
$300.3M
Employees
10
Clients
—
Firm
- Address
- 3858 NORTH BUFFALO RD
ORCHARD PARK, NY 14127 - Phone
- —
- Website
- https://waterford.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Waterford Place Investor LLC High name-match confidence · CIK 1805517 · MD
- NexPoint Waterford DST Medium name-match confidence · CIK 2134000 · TX
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NexPoint Waterford DST · D/A · Sep 17, 2026$31.4M
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NexPoint Waterford DST · D/A · Aug 25, 2026$31.4M
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NexPoint Waterford DST · D/A · Aug 11, 2026$31.4M
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NexPoint Waterford DST · D/A · Jul 8, 2026$31.4M
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NexPoint Waterford DST · D/A · Jun 22, 2026$31.4M
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NexPoint Waterford DST · D/A · Jun 2, 2026$31.4M
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NexPoint Waterford DST · D/A · May 19, 2026$31.4M
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NexPoint Waterford DST · D · May 7, 2026$31.4M
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Waterford Place Investor LLC · D · Feb 20, 2026