Walpole Financial Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Walpole Financial Advisors LLC ✚
CRD #	135834
SEC #	801-79284
CIK #
AUM
Employees	7 (86% Investors, 0% Brokers)
Phone	805-845-6587
Address	70 Santa Felicia Drive Goleta, CA 93117
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	124	49.0
(b) Individuals (high net worth individuals)	48	116.6
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	5	9.4
(h) Charitable organizations	1	0.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	2	105.6
(n) Other	0	0.0
Total	457	280.5
By Discretionary
Discretionary	457	280.5
Non-Discretionary	0	0.0
Total	457	280.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		280.5
Total	457	280.5

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