WALNUT INVESTMENT SERVICES LLC

1018 8th Avenue
Brooklyn, New York 11215
Tel: 718-788-1972

About WALNUT INVESTMENT SERVICES LLC

WALNUT INVESTMENT SERVICES LLC, formally registered with the SEC as WALNUT INVESTMENT SERVICES LLC. The firm was established in 10/12/2023. They have over 1 offices throughout the country.

WALNUT INVESTMENT SERVICES LLC is a Brooklyn, New York based Financial Planning firm with nearly $77,000,000 assets under management, offering retirement planning & investment advisory services to 305 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113666
SEC#	801-128864
Assets Managed by Firm	$77,000,000
No. of Clients	305
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	305	$77,000,000
Individuals (other than high net worth individuals)	195	$34,800,000
High net worth individuals	13	$40,000,000
Pension and profit sharing plans	1	$1,800,000
Corporations or other businesses	2	$400,000

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