Walsh & Associates LLC

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Assets, Funds, Holdings

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Walsh & Associates LLC
CRD #144441
SEC #801-77605
CIK #
AUM $574.3 MM (2024-03-27)
Employees 13 (38% Investors, 38% Brokers)
Phone941-952-1188
Address2350 Fruitville Rd
Sarasota, FL 34237
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 714 146.1
(b) Individuals (high net worth individuals) 382 406.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 7 12.0
(h) Charitable organizations 3 0.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 9.0
(n) Other 0 0.0
Total 2,127 574.3
By Discretionary
Discretionary 2,127 574.3
Non-Discretionary 0 0.0
Total 2,127 574.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 574.3
Total 2,127 574.3
Comparable Firms State AUM ($BB)
Ratio Wealth Group LLC
CO 0.6
Global Financial Group Advisors LLC
MI 0.6
GF International Investment Management Limited
0.6
Optimum Quantvest Corporation
TX 0.6
Parisi Gray Wealth Management LLC
NJ 0.6
Waypoint Wealth Counsel LLC
GA 0.6
IAM Advisory LLC
PA 0.6
Vantage Financial Partners Limited
IL 0.6
Market Street Wealth Management Advisors LLC
IN 0.6
Providence Wealth Advisors LLC
IL 0.6
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