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| Happy Holidays!! thanks for using AUM13F!! |
| Walsh & Associates LLC
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| CRD # | 144441 |
| SEC # | 801-77605 |
| CIK # | |
| AUM | $660.2 M (2025-07-22) |
| Employees | 13 (54% Investors, 54% Brokers) |
| Phone | 941-952-1188 |
| Address | 2350 Fruitville Rd Sarasota, FL 34237 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 742 | 159.7 |
| (b) Individuals (high net worth individuals) | 410 | 478.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 12.7 |
| (h) Charitable organizations | 3 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,281 | 660.2 |
| By Discretionary | ||
| Discretionary | 2,281 | 660.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,281 | 660.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 660.2 | |
| Total | 2,281 | 660.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Andrew Garrett Inc
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|
NY | 0.7 |
|
Wembley Strategic Advisory LLC
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|
NY | 0.7 |
|
SKBA Capital Management LLC
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|
CA | 0.7 |
|
Rogan & Associates Inc
✚
|
FL | 0.7 |
|
Greenup Street Wealth Management LLC
✚
|
KS | 0.7 |
|
Augustine Asset Management Inc
✚
|
FL | 0.7 |
|
Eagle Rock Investment Company LLC
✚
|
GA | 0.7 |
|
Retireright LLC
✚
|
IA | 0.7 |
|
Hurlow Wealth Management Group Inc
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|
IN | 0.7 |
|
Hi-Line Capital Management LLC
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|
SD | 0.7 |