Walsh & Associates, Llc
Sarasota, Florida
5.0
4 Reviews
Walsh & Associates, LLC, a reputable investment advisory firm based out of Sarasota, FL, distinguishes itself through its highly skilled team and impressive track record. With a total of 13 dedicated employees, including 5 experienced investment advisors, they deliver exceptional financial guidance to a diverse clientele. Their robust asset management portfolio averages an impressive $766,410,000 per investment advisor, surpassing industry standards. Having cultivated strong relationships with over 720 individual clients, Walsh & Associates, LLC oversees a substantial $481,850,000 in assets under management. Catering primarily to...
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Assets Under Mgmt

$481.85M

Investment Professionals

5

Locations

1

% 401K & Individual

28%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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