Company Information

Get to know Watkinson Capital Advisors LLC - Municipal Bond Specialists

Watkinson Capital Advisors, LLC is an independent, fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The company was founded to provide specialized, active management of municipal bond portfolios for a clientele that includes high-net-worth individuals, family offices, and institutional investors. Their core service involves creating and managing customized Separately Managed Accounts (SMAs) tailored to each client's specific financial objectives, risk tolerance, and tax situation, with a focus on capital preservation and generating tax-advantaged income.

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Financial Other Service

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Watkinson Capital Advisors LLC - Municipal Bond Specialists

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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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.