Walpole Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Walpole Financial Advisors LLC
CRD #135834
SEC #801-79284
CIK #
AUM $140.5 MM (100% Disc, 100% US)
Employees8 (100% Investors, 0% Brokers)
Phone805-845-6587
Address70 Santa Felicia Drive
Goleta, CA 93117
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
205164123824102011201420172020
Comparable Firms State AUM ($BB)
Colley Asset Management Inc
NY 0.1
Maxim Capital Management LLC
CA 0.1
PFG Private Wealth Management LLC
FL 0.1
Alpha Windward LLC
MA 0.1
JGHendricks Financial Services LLC
IL 0.1
Mainsail Asset Management LLC
AL 0.1
Wealth Management Solutions LLC
PA 0.1
Summit Wealth Advocates LLC
MN 0.1
Meador Financial Inc
CA 0.1
Lanier Asset Management LLC
KY 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com