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Building 2WILLIAM B. WALKUP & ASSOCIATES, INC.

Map pinCOLUMBIA, SC
Phone803-462-9395
NotebookSEC #801-66593
Total AUM
$52.1M
Employees
3
Clients
0

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
$52.1M
Accounts
66
Discretionary
$52.1M
Accounts
66
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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