WALNUT LEVEL CAPITAL LLC

1221 South Clarkson Street
Suite 205
Denver, Colorado 80210
Tel: 720-689-9009

About WALNUT LEVEL CAPITAL LLC

WALNUT LEVEL CAPITAL LLC, formally registered with the SEC as WALNUT LEVEL CAPITAL LLC. The firm was established in 08/04/2023. They have over 1 offices throughout the country.

WALNUT LEVEL CAPITAL LLC is a Denver, Colorado based Financial Planning firm with nearly $186,174,964 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307942
SEC#	801-128518
Assets Managed by Firm	$186,174,964
No. of Clients	4
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$186,174,964

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