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Building 2WALSH & ASSOCIATES, LLC

Map pinSARASOTA, FL
Phone941-952-1188
NotebookSEC #801-77605
Total AUM
$827.7M
Employees
15
Clients
1,324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2350 FRUITVILLE RD
SUITE 201
SARASOTA
FL 34237
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
941-952-1188
Other Offices
2

ReceiptFinancials

Total AUM
$827.7M
Accounts
2,571
Discretionary
$827.7M
Accounts
2,571
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
820
AUM
$191.8M
HNW Individual Clients
487
AUM
$615.5M
Pension/Profit Sharing Plan Clients
9
AUM
$15.3M
Charitable Organization Clients
3
AUM
$888.9K
Corporation or Business Clients
5
AUM
$4.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING/SELECTION OF OTHER ADVISORS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMAMDMNMONCNHNVOHORPASCTNTXUTVAWI

HandshakeAffiliates

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

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