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Building 2WILLIAM B. WALKUP & ASSOCIATES, INC.

Map pinCOLUMBIA, SC
Phone803-462-9395
NotebookSEC #801-126904
Total AUM
$178.3M
Employees
4
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
142 ATRIUM WAY
COLUMBIA
SC 29223-6301
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
803-462-9395

ReceiptFinancials

Total AUM
$178.3M
Accounts
65
Discretionary
$178.3M
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$13.9M
HNW Individual Clients
18
AUM
$66.5M
Pooled Vehicle Clients
13
AUM
$89.4M
Corporation or Business Clients
1
AUM
$8.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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