George Stanley Abiassi

Waterloo Capital

2 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Waterloo Capital

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

2,088 clients

Average Client Portfolio

$808K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

2801 Via Fortuna, Suite 250, Austin, TX, 78746

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

August 2023

View Full SEC Report How to Read Disclosures

Other Business Activities

George is the principal of Market Street Capital, providing consulting services, dedicating full-time hours to this role. He also has roles at Market Street Ventures LLC, Market Street Health Partners I LLC, Waterloo Capital LLC, and Pickwick Capital Partners, LLC.

Employment History

Current Registrations

Waterloo Capital

August 2024 - Present · 1 yr 6 mos

Pickwick Capital Partners, LLC

October 2023 - Present · 2 yrs 4 mos

Pickwick Capital Partners, LLCBroker

October 2023 - Present · 2 yrs 4 mos

State Registrations4 states

NYTXVAWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.