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Building 2WALTHAUSEN & CO., LLC

Map pinMALTA, NY
Phone518-371-3450
NotebookSEC #801-68321
Total AUM
$489.1M
Employees
8
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2691 ROUTE 9
SUITE 102
MALTA
NY 12020-4319
United States
Operating Hours
8.30AM - 5:00PM
Monday - Friday
Phone
518-371-3450

ReceiptFinancials

Total AUM
$489.1M
Accounts
13
Discretionary
$489.1M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$223.6M
Pooled Vehicle Clients
2
AUM
$87.1M
Pension/Profit Sharing Plan Clients
2
AUM
$38.2M
Charitable Organization Clients
1
AUM
$2.7M
Government Entity Clients
4
AUM
$130.4M
Corporation or Business Clients
1
AUM
$7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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