George
Watson
Capital Creek Partners
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About this Advisor
George Watson is a financial advisor based in San Antonio, Texas, working with Capital Creek Partners. George has previously held positions at Sendero Securities, LLC, Sendero Wealth Management, LLC, and Capital Creek Partners. George has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, George is part of Capital Creek Partners, which operates out of San Antonio, Texas. The firm has 2 offices and 18 employees. The firm manages assets totaling $680.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Capital Creek Partners includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Creek Partners Brokerage Details
$680,743,331
18
365
$1,865,050
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
George Watson Work History
Capital Creek Partners
Sendero Securities, LLC
Sendero Wealth Management, LLC
Disclosures
Please visit the SEC profile of George Watson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Creek Partners
Austin, TX
San Antonio, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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