⚲
|
Walsh & Associates LLC
✚
| |
---|---|
CRD # | 144441 |
SEC # | 801-77605 |
CIK # | |
AUM | $574.3 MM (2024-03-27) |
Employees | 13 (38% Investors, 38% Brokers) |
Phone | 941-952-1188 |
Address | 2350 Fruitville Rd Sarasota, FL 34237 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
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 |