|
⚲
|
| Keyboard |
| Walter C Flower & Co Inc
✚
|
|
|---|---|
| CRD # | 110775 |
| SEC # | 801-14116 |
| CIK # | |
| AUM | 591.3 M (2026-02-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 504-561-0138 |
| Address | 3014 Dauphine St New Orleans, LA 70117 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 37 | 591.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 591.3 |
| By Discretionary | ||
| Discretionary | 35 | 585.1 |
| Non-Discretionary | 2 | 6.2 |
| Total | 37 | 591.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.3 | |
| Total | 37 | 591.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Steginsky Capital LLC
✚
|
599.0 M | |
|
Ascentis Wealth Management LLC
✚
|
TX | 595.7 M |
|
The Junk Investment Group LLC
✚
|
MD | 595.0 M |
|
Fund Direct Advisors Inc
✚
|
NC | 593.0 M |
|
HZ Investments Inc
✚
|
MD | 591.4 M |
|
WP Advisors LLC
✚
|
588.9 M | |
|
HFR Wealth Management LLC
✚
|
588.7 M | |
|
O'Keefe Stevens Advisory Inc
✚
|
585.6 M | |
|
AIMZ Investment Advisors LLC
✚
|
CA | 584.8 M |
|
Richardson Capital Management LLC
✚
|
WI | 582.2 M |