Russell
Valdez

Wafra Inc

CRD#6848498
Investment Advisor
in Austin, TX

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About this Advisor

Russell Valdez is a financial advisor operating out of Austin, Texas. Valdez is currently employed by Wafra Inc. During their career, Valdez has held roles at Wafra Investment Advisory Group, Inc. Valdez can work in Texas. Wafra Inc is an advisory business based in New York, NY. The investment advisory business has a total of 167 advisors. It manages $29 billion in total assets across its 103 client accounts, making it one of the largest firms in the United States by assets under management. Wafra Inc performs a broad assortment of services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees charged by Wafra Inc likely consist of asset-based, fixed, performance-based and other fees.

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1703 West 5Th Street
Austin, TX 78703

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Wafra Inc Brokerage Details

Total Assets Under Management

$29,004,139,007

TX Average: $7,464,549,021
Total Number of Employees

167

TX Average: 88
Total Number of Accounts

103

TX Average: 3,892
Average Account Size

$281,593,583

TX Average: $1,917,921

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Russell Valdez Work History

Russell has been registered as a financial advisor for 0 years.*

2017 - Present (7 years)

Wafra Investment Advisory Group, Inc

2014 - 2017 (3 years)

Wafra Investment Advisory Group, Inc

2011 - 2014 (3 years)

Wafra Investment Advisory Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Russell Valdez 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 Wafra Inc

Russell Valdez
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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