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Home > Retirement Planners > florida > tampa > WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
111 W. Oak Avenue
Ste 450
Tampa, Florida 33602
Tel: 866-929-3258
About WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY, formally registered with the SEC as WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY. The firm was established in 01/20/2023. They have over 2 offices throughout the country.
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY is a Tampa, Florida based Financial Planning firm with nearly $164,072,665 assets under management, offering retirement planning & investment advisory services to 1145 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 206518 |
| SEC# | 801-127246 |
| Assets Managed by Firm | $164,072,665 |
| No. of Clients | 1145 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1145 | $164,072,665 |
| Individuals (other than high net worth individuals) | 662 | $100,000,000 |
| High net worth individuals | 40 | $64,072,665 |
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