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WALSH & ASSOCIATES, LLC
2350 Fruitville Rd
Suite 201
Sarasota, Florida 34237
Tel: 941-952-1188
About WALSH & ASSOCIATES, LLC
WALSH & ASSOCIATES, LLC, formally registered with the SEC as WALSH & ASSOCIATES, LLC. The firm was established in 02/19/2013. They have over 2 offices throughout the country.
WALSH & ASSOCIATES, LLC is a Sarasota, Florida based Financial Planning firm with nearly $574,308,554 assets under management, offering retirement planning & investment advisory services to 2127 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144441 |
| SEC# | 801-77605 |
| Assets Managed by Firm | $574,308,554 |
| No. of Clients | 2127 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2127 | $574,308,554 |
| Individuals (other than high net worth individuals) | 714 | $146,131,439 |
| High net worth individuals | 382 | $406,508,707 |
| Pension and profit sharing plans | 7 | $11,968,621 |
| Charitable organizations | 3 | $712,899 |
| Corporations or other businesses | 5 | $8,986,888 |
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