WILLIAM B. WALKUP & ASSOCIATES, INC.

142 Atrium Way
Columbia, South Carolina 29223-6301
Tel: 803-462-9395

About WILLIAM B. WALKUP & ASSOCIATES, INC.

WILLIAM B WALKUP & ASSOCIATES, INC, formally registered with the SEC as WILLIAM B WALKUP & ASSOCIATES, INC. The firm was established in 11/18/2022. They have over 1 offices throughout the country.

WILLIAM B. WALKUP & ASSOCIATES, INC. is a Columbia, South Carolina based Financial Planning firm with nearly $152,212,270 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135533
SEC#	801-126904
Assets Managed by Firm	$152,212,270
No. of Clients	64
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	64	$152,212,270
Individuals (other than high net worth individuals)	34	$13,624,993
High net worth individuals	16	$53,398,171
Corporations or other businesses	1	$7,044,378

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