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WALSH FINANCIAL CONSULTING
510-457-8742
SEC #801-120984Total AUM
$211M
Employees
0Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
510-457-8742
Financials
Total AUM
$211M
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$211M
Accounts
1
Clients
Government Entity Clients
1AUM
$211M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.